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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
BlackRock
1
BlackRock
New York
$6.73B -$209M -115,244 -3%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$4.55B +$21M +11,560 +0.5%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$3.7B -$27.2M -15,014 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.29B +$382M +210,282 +15%
State Street
5
State Street
Massachusetts
$3.05B +$118M +65,260 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.29B -$158M -87,269 -7%
AQR Capital Management
7
AQR Capital Management
Connecticut
$2.08B -$104M -57,213 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.63B -$93.4M -51,474 -6%
Capital World Investors
9
Capital World Investors
California
$1.43B -$264M -145,536 -17%
Invesco
10
Invesco
Georgia
$1.3B +$93.9M +51,734 +9%
Norges Bank
11
Norges Bank
Norway
$935M +$856M +471,564 New
Morgan Stanley
12
Morgan Stanley
New York
$852M -$54.5M -30,050 -7%
First Trust Advisors
13
First Trust Advisors
Illinois
$743M -$74M -40,796 -10%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$704M -$482M -265,482 -43%
Federated Hermes
15
Federated Hermes
Pennsylvania
$677M +$135M +74,455 +28%
Northern Trust
16
Northern Trust
Illinois
$676M +$21.6M +11,894 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$643M +$297M +163,502 +101%
Charles Schwab
18
Charles Schwab
California
$590M +$18.3M +10,110 +4%
Amundi
19
Amundi
France
$581M +$283M +156,069 +114%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$566M +$9.98M +5,498 +2%
Goldman Sachs
21
Goldman Sachs
New York
$532M +$43.9M +24,193 +10%
VARA
22
Value Aligned Research Advisors
New Jersey
$483M +$54.4M +29,970 +14%
Deutsche Bank
23
Deutsche Bank
Germany
$444M -$30.7M -16,895 -7%
Franklin Resources
24
Franklin Resources
California
$442M +$35.5M +19,581 +10%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$440M +$400M +220,548 +96,732%

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.