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Comfort Systems

754 hedge funds and large institutions have $18.1B invested in Comfort Systems in 2025 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 416 (+12)

271% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 48

66% more capital invested

Capital invested by funds: $10.9B → $18.1B (+$7.24B)

26% more call options, than puts

Call options by funds: $78.2M | Put options by funds: $62.1M

19% more funds holding

Funds holding: 631754 (+123)

16% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 231

0.77% more ownership

Funds ownership: 95.16%95.93% (+0.77%)

Holders
754
Holders Change
+123
Holders Change %
+19.49%
% of All Funds
9.93%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.21%
New
178
Increased
267
Reduced
231
Closed
48
Calls
$78.2M
Puts
$62.1M
Net Calls
+$16.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.08B -$31.3M -71,740 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02B -$13.1M -30,124 -0.8%
Capital World Investors
3
Capital World Investors
California
$1.19B -$39.3M -90,280 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$842M +$63.7M +146,248 +10%
State Street
5
State Street
Massachusetts
$576M -$16.3M -37,408 -3%
Invesco
6
Invesco
Georgia
$531M -$5.79M -13,300 -1%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$502M +$20.4M +46,773 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$441M +$1.32M +3,032 +0.4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$419M +$110M +252,007 +48%
JP Morgan Chase
10
JP Morgan Chase
New York
$288M +$7.61M +17,469 +3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$286M -$48.9M -112,303 -17%
Norges Bank
12
Norges Bank
Norway
$257M -$1.3M -2,987 -0.6%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$232M -$5.83M -13,373 -3%
First Trust Advisors
14
First Trust Advisors
Illinois
$212M -$43.9M -100,773 -20%
Royal London Asset Management
15
Royal London Asset Management
United Kingdom
$183M -$1.08M -2,472 -0.7%
Northern Trust
16
Northern Trust
Illinois
$180M +$7.95M +18,245 +6%
Morgan Stanley
17
Morgan Stanley
New York
$178M -$18.3M -42,009 -11%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$175M -$27.5M -63,055 -16%
Charles Schwab
19
Charles Schwab
California
$162M -$453K -1,039 -0.3%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$161M -$8.39M -19,259 -6%
Federated Hermes
21
Federated Hermes
Pennsylvania
$160M -$866K -1,989 -0.7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$159M +$29.5M +67,822 +30%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$148M -$1.7M -3,913 -1%
AllianceBernstein
24
AllianceBernstein
Tennessee
$146M -$10.6M -24,361 -8%
Goldman Sachs
25
Goldman Sachs
New York
$135M -$35.1M -80,622 -24%

FIX Hedge Fund Activity: Q2 2025 in Review

754 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2025, worth a combined $18.1B — up 66% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new FIX positions and 48 closed out — a net gain of 130 holders — while 267 added to existing stakes and 231 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $110M. The largest seller was Two Sigma Investments, cutting an estimated $71.9M.

  • 754 institutional investors held Comfort Systems (FIX) as of Q2 2025, up from 631 in Q1 2025.
  • Funds reported $18.1B of Comfort Systems stock for Q2 2025, up 66% quarter-over-quarter.
  • 178 funds opened new Comfort Systems positions in Q2 2025 and 48 closed out, a net change of +130 holders.
  • The largest Comfort Systems buyer in Q2 2025 was AQR Capital Management, an estimated $110M added.
  • The largest Comfort Systems seller in Q2 2025 was Two Sigma Investments, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2025.