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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
NWM
1326
Navigoe Wealth Management
California
$3K +$3.63K +2 New
WCM
1327
Winthrop Capital Management
Indiana
$2K -$1.81K -1 -50%
MAFA
1328
MJT & Associates Financial Advisory
Minnesota
$1.98K -$5.44K -3 -75%
FNWA
1329
Financial Network Wealth Advisors
Utah
$1.98K -$1.81K -1 -50%
ACA
1330
American Capital Advisory
Idaho
$1.98K
BIM
1331
Breakwater Investment Management
Washington
$1.98K
GIA
1332
GHP Investment Advisors
Colorado
$1.98K
IPS
1333
Investors Portfolio Services
Washington
$1.98K
SA
1334
Seneschal Advisors
Washington
$1.98K
TC
1335
Trust Company
Kansas
$1.98K
DF
1336
Downshift Financial
Colorado
$1.98K +$1.81K +1 New
FIM
1337
FWL Investment Management
Texas
$1.98K +$1.81K +1 New
GBT
1338
Grove Bank & Trust
Florida
$1.98K +$1.81K +1 New
HFS
1339
Horizon Financial Services
North Carolina
$1.98K +$1.81K +1 New
M
1340
MOTCO
Texas
$1.98K +$1.81K +1 New
GSEP
1341
Golden State Equity Partners
California
$1.98K -$58.1K -32 -97%
DF
1342
DecisionPoint Financial
Arizona
$1.87K +$1.81K +1 New
OAJ
1343
Ogorek Anthony Joseph
New York
$1K
DWM
1344
Darwin Wealth Management
Florida
$317
CI
1345
Cordant Inc
Oregon
$258
RCM
1346
Raleigh Capital Management
North Carolina
$18
HRCM
1347
Hood River Capital Management
Florida
-$344M -249,385 Closed
GIM
1348
Granahan Investment Management
Massachusetts
-$35.9M -26,027 Closed
FGP
1349
Freestone Grove Partners
California
-$23.8M -17,281 Closed
Capital Fund Management (CFM)
1350
Capital Fund Management (CFM)
France
-$22.6M -16,372 Closed

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.