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Comfort Systems
FIX

884 hedge funds and large institutions have $27.5B invested in Comfort Systems in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 281 increasing their positions, 309 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 73

51% more capital invested

Capital invested by funds: $18.1B → $27.5B (+$9.31B)

50% more funds holding in top 10

Funds holding in top 10: 16 → 24 (+8)

17% more funds holding

Funds holding: 754 → 884 (+130)

9% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 309

1.47% less ownership

Funds ownership: 95.93% → 94.46% (-1.5%)

32% less call options, than puts

Call options by funds: $145M | Put options by funds: $213M

Holders
884
Holders Change
+130
Holders Change %
+17.24%
% of All Funds
11.6%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
208
Increased
281
Reduced
309
Closed
73
Calls
$145M
Puts
$213M
Net Calls
-$68M
Net Calls Change
-$84.1M

Top Buyers

1
AT
AMF Tjänstepension
Sweden
+$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$218M
3
CHP
Castle Hook Partners
New York
+$189M
4
Millennium Management
Millennium Management
New York
+$138M
5
JP Morgan Chase
JP Morgan Chase
New York
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$290M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$110M
3
AIM
Artemis Investment Management
United Kingdom
-$89.5M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$70M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$3.28B +$65.3M +96,388 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.04B -$59.5M -87,859 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.56B +$218M +321,531 +20%
Capital World Investors
4
Capital World Investors
California
$1.48B -$290M -427,843 -19%
Invesco
5
Invesco
Georgia
$878M +$50M +73,727 +7%
State Street
6
State Street
Massachusetts
$869M -$13.7M -20,221 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M +$21.4M +31,571 +4%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$688M -$70M -103,217 -11%
AQR Capital Management
9
AQR Capital Management
Connecticut
$678M +$36M +53,125 +7%
JP Morgan Chase
10
JP Morgan Chase
New York
$606M +$134M +197,613 +37%
First Trust Advisors
11
First Trust Advisors
Illinois
$424M +$79.9M +117,892 +30%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$341M -$13.4M -19,758 -5%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$306M -$110M -162,508 -30%
Millennium Management
14
Millennium Management
New York
$296M +$138M +203,136 +131%
Morgan Stanley
15
Morgan Stanley
New York
$285M +$9.21M +13,590 +4%
AT
16
AMF Tjänstepension
Sweden
$268M +$220M +324,974 New
Federated Hermes
17
Federated Hermes
Pennsylvania
$268M +$17.8M +26,335 +9%
Northern Trust
18
Northern Trust
Illinois
$255M -$18M -26,537 -8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$251M -$14.2M -20,912 -6%
CHP
20
Castle Hook Partners
New York
$230M +$189M +278,932 New
Goldman Sachs
21
Goldman Sachs
New York
$227M +$15.8M +23,356 +9%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$226M +$95.8M +141,407 +107%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$225M -$19.1M -28,113 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$224M -$3.22M -4,747 -2%
HRCM
25
Hood River Capital Management
Florida
$199M -$1.49M -2,194 -0.9%
1
2 3 4 5

FIX Hedge Fund Activity: Q3 2025 in Review

884 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2025, worth a combined $27.5B — up 51% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new FIX positions and 73 closed out — a net gain of 135 holders — while 281 added to existing stakes and 309 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $220M. The largest seller was Capital World Investors, cutting an estimated $290M.

  • 884 institutional investors held Comfort Systems (FIX) as of Q3 2025, up from 754 in Q2 2025.
  • Funds reported $27.5B of Comfort Systems stock for Q3 2025, up 51% quarter-over-quarter.
  • 208 funds opened new Comfort Systems positions in Q3 2025 and 73 closed out, a net change of +135 holders.
  • The largest Comfort Systems buyer in Q3 2025 was AMF Tjänstepension, an estimated $220M added.
  • The largest Comfort Systems seller in Q3 2025 was Capital World Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2025.