Watsco Inc Class B
WSO.B
10 hedge funds and large institutions have $12.1M invested in Watsco Inc Class B in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.03% less ownership
Funds ownership: 0.45% → 0.42% (-0.03%)
8% less capital invested
Capital invested by funds: $13.1M → $12.1M (-$1.03M)
23% less funds holding
Funds holding: 13 → 10 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.95K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$974 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$625K |
| 2 |
CIAM
Caitong International Asset Management
Hong Kong
|
-$19.3K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.36K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.21M | -$5.36K | -11 | -0.1% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $3.99M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $1.1M | – | – | – |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $538K | – | – | – |
|
|
CBT
5
Crews Bank & Trust
Wauchula,
Florida
| $354K | – | – | – |
|
6
Morgan Stanley
New York
| $298K | – | – | – |
|
|
BPA
7
Beacon Pointe Advisors
Newport Beach,
California
| $280K | – | – | – |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| $277K | +$974 | +2 | +0.4% |
|
|
9
UBS Group
Zurich,
Switzerland
| $17.2K | +$1.95K | +4 | +13% |
|
10
BlackRock
New York
| $506 | – | – | – |
|
|
CL
11
CSS LLC
Chicago,
Illinois
| – | -$625K | -1,295 | Closed |
|
|
CIAM
12
Caitong International Asset Management
Hong Kong
| – | -$19.3K | -36 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$4.25K | -9 | Closed |
|
WSO.B Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2025, worth a combined $12.1M — down 7.9% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WSO.B and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was UBS Group, adding an estimated $1.95K. The largest seller was CSS LLC, exiting entirely with an estimated $625K sold.
- 10 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2025, down from 13 in Q4 2024.
- Funds reported $12.1M of Watsco Inc Class B stock for Q1 2025, down 7.9% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q1 2025 and 3 closed out, a net change of -3 holders.
- The largest Watsco Inc Class B buyer in Q1 2025 was UBS Group, an estimated $1.95K added.
- The largest Watsco Inc Class B seller in Q1 2025 was CSS LLC, an estimated $625K sold.
Based on aggregated 13F filings for Q1 2025.