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Comfort Systems

1,342 hedge funds and large institutions have $64.2B invested in Comfort Systems in 2026 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 494 increasing their positions, 485 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 81

44% more capital invested

Capital invested by funds: $44.6B → $64.2B (+$19.6B)

12% more funds holding

Funds holding: 1,2011,342 (+141)

2% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 485

0.15% less ownership

Funds ownership: 92.46%92.32% (-0.15%)

27% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.46B

28% less funds holding in top 10

Funds holding in top 10: 4331 (-12)

Holders
1,342
Holders Change
+141
Holders Change %
+11.74%
% of All Funds
16.21%
Holding in Top 10
31
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.91%
% of All Funds
0.37%
New
243
Increased
494
Reduced
485
Closed
81
Calls
$1.07B
Puts
$1.46B
Net Calls
-$391M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
T
1301
Transce3nd
Texas
$7.02K
1CP
1302
1015 Capital Partners
Pennsylvania
$5.95K
JFG
1303
JDM Financial Group
Texas
$5.95K
SC
1304
SouthState Corp
Florida
$5.95K
WAG
1305
Wilkerson Advisory Group
Missouri
$5.95K +$3.63K +2 +200%
IRAG
1306
Investment Research & Advisory Group
Georgia
$5.95K +$5.44K +3 New
CAL
1307
Capital Advisors Ltd
Ohio
$4K
LWM
1308
Lodestone Wealth Management
Washington
$3.96K +$3.63K +2 New
SFCL
1309
Strengthening Families & Communities LLC
Massachusetts
$3.96K +$3.63K +2 New
FC
1310
Financial Consulate
Maryland
$3.96K
MCM
1311
Manchester Capital Management
Vermont
$3.96K
PPC
1312
Park Place Capital
Alabama
$3.96K
PIS
1313
POM Investment Strategies
North Carolina
$3.96K
QWM
1314
Quaker Wealth Management
New Jersey
$3.96K
SFS
1315
Sunrise Financial Services
Washington
$3.96K
UFPG
1316
United Financial Planning Group
New York
$3.96K
HWA
1317
HHM Wealth Advisors
Tennessee
$3.96K +$1.81K +1 +100%
MCM
1318
MV Capital Management
Maryland
$3.96K +$1.81K +1 +100%
IWM
1319
IMG Wealth Management
Florida
$3.96K +$3.63K +2 New
KFA
1320
Kelleher Financial Advisors
New York
$3.96K +$3.63K +2 New
MO
1321
McMillan Office
Michigan
$3.96K +$3.63K +2 New
TAP
1322
Tounjian Advisory Partners
Florida
$3.96K +$3.63K +2 New
WBWA
1323
William B. Walkup & Associates
South Carolina
$3.96K +$3.63K +2 New
WSFS
1324
Wilmington Savings Fund Society
Delaware
$3.96K +$3.63K +2 New
MA
1325
Montag & Associates
Georgia
$3K

FIX Hedge Fund Activity: Q2 2026 in Review

1,342 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2026, worth a combined $64.2B — up 44% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new FIX positions and 81 closed out — a net gain of 162 holders — while 494 added to existing stakes and 485 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $400M. The largest seller was Westfield Capital Management, cutting an estimated $482M.

  • 1,342 institutional investors held Comfort Systems (FIX) as of Q2 2026, up from 1,201 in Q1 2026.
  • Funds reported $64.2B of Comfort Systems stock for Q2 2026, up 44% quarter-over-quarter.
  • 243 funds opened new Comfort Systems positions in Q2 2026 and 81 closed out, a net change of +162 holders.
  • The largest Comfort Systems buyer in Q2 2026 was Massachusetts Financial Services, an estimated $400M added.
  • The largest Comfort Systems seller in Q2 2026 was Westfield Capital Management, an estimated $482M sold.

Based on aggregated 13F filings for Q2 2026.