Watsco Inc Class B
WSO.B
12 hedge funds and large institutions have $10.2M invested in Watsco Inc Class B in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
26% more capital invested
Capital invested by funds: $8.09M → $10.2M (+$2.09M)
0.07% more ownership
Funds ownership: 0.42% → 0.49% (+0.07%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ethic Inc
New York
|
+$1.09M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$475K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$142K |
| 2 |
Goldman Sachs
New York
|
-$71.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$30.1K |
| 4 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
-$19.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.78M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.87M | – | – | – |
|
|
EI
3
Ethic Inc
New York
| $1.04M | +$1.09M | +2,850 | New |
|
|
FWP
4
FAS Wealth Partners
Leawood,
Kansas
| $779K | – | – | – |
|
|
5
Goldman Sachs
New York
| $493K | -$71.7K | -188 | -12% |
|
|
DDC
6
DF Dent & Co
Baltimore,
Maryland
| $449K | +$475K | +1,245 | New |
|
|
CBT
7
Crews Bank & Trust
Wauchula,
Florida
| $234K | -$19.1K | -50 | -7% |
|
8
Morgan Stanley
New York
| $212K | – | – | – |
|
|
9
Raymond James Financial
St Petersburg,
Florida
| $201K | +$212K | +557 | New |
|
|
UB
10
UMB Bank
Kansas City,
Missouri
| $120K | -$142K | -373 | -53% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $4.05K | -$30.1K | -79 | -88% |
|
12
BlackRock
New York
| $360 | – | – | – |
|
WSO.B Hedge Fund Activity: Q1 2026 in Review
12 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2026, worth a combined $10.2M — up 26% from $8.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WSO.B positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Ethic Inc, opening a new position worth an estimated $1.09M. The largest seller was UMB Bank, cutting an estimated $142K.
- 12 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2026, up from 9 in Q4 2025.
- Funds reported $10.2M of Watsco Inc Class B stock for Q1 2026, up 26% quarter-over-quarter.
- 3 funds opened new Watsco Inc Class B positions in Q1 2026 and 0 closed out, a net change of +3 holders.
- The largest Watsco Inc Class B buyer in Q1 2026 was Ethic Inc, an estimated $1.09M added.
- The largest Watsco Inc Class B seller in Q1 2026 was UMB Bank, an estimated $142K sold.
Based on aggregated 13F filings for Q1 2026.