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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
MFS
1401
Mirabella Financial Services
United Kingdom
-$247K -179 Closed
B
1402
Bellecapital
Switzerland
-$241K -175 Closed
FWP
1403
Forefront Wealth Partners
Texas
-$240K -174 Closed
SAM
1404
Silvercrest Asset Management
New York
-$218K -158 Closed
CWWM
1405
Clear Wave Wealth Management
New Jersey
-$217K -157 Closed
SA
1406
Sovran Advisors
California
-$227K -123 Closed
GAA
1407
Global Assets Advisory
Florida
-$104K -75 Closed
DWP
1408
Destiny Wealth Partners
Florida
-$48.3K -35 Closed
TPWA
1409
Twin Peaks Wealth Advisors
California
-$37.2K -27 Closed
CWP
1410
Clark Wealth Partners
Illinois
-$31.7K -23 Closed
MTC
1411
Matrix Trust Company
Colorado
-$19K -14 Closed
SA
1412
Scarborough Advisors
Maryland
-$17.9K -13 Closed
TGY2IT
1413
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$16.5K -12 Closed
AGWCA
1414
Annis Gardner Whiting Capital Advisors
Florida
-$13.8K -10 Closed
ACM
1415
Accent Capital Management
Ohio
-$9.65K -7 Closed
AWM
1416
Abound Wealth Management
Tennessee
-$8.27K -6 Closed
JGCM
1417
Joseph Group Capital Management
Ohio
-$8.27K -6 Closed
RWM
1418
RMG Wealth Management
Wisconsin
-$10.2K -5 Closed
VWM
1419
Vermillion Wealth Management
Minnesota
-$5.52K -4 Closed
CAL
1420
Capital Analysts LLC
Pennsylvania
-$3K -2 Closed
WOSD
1421
WFA of San Diego
California
-$2.76K -2 Closed
AP
1422
Atwood & Palmer
Missouri
-$1.38K -1 Closed
CW
1423
Curio Wealth
Maryland
-$1.38K -1 Closed
IAAG
1424
Innovative Asset Advisors Group
Connecticut
-$1.38K -1 Closed
MFT
1425
Moisand Fitzgerald Tamayo
Florida
-$1.38K -1 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.