Watsco Inc Class B
WSO.B
12 hedge funds and large institutions have $11.1M invested in Watsco Inc Class B in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
0.03% more ownership
Funds ownership: 0.42% → 0.45% (+0.03%)
8% less capital invested
Capital invested by funds: $12.1M → $11.1M (-$924K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$730K |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$39.2K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$912 |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$912 |
| 5 |
Morgan Stanley
New York
|
+$456 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.49M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $3.45M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $947K | – | – | – |
|
|
4
Goldman Sachs
New York
| $701K | +$730K | +1,600 | New |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $465K | – | – | – |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $306K | – | – | – |
|
|
7
Morgan Stanley
New York
| $258K | +$456 | +1 | +0.2% |
|
|
BPA
8
Beacon Pointe Advisors
Newport Beach,
California
| $242K | – | – | – |
|
|
9
Raymond James Financial
St Petersburg,
Florida
| $241K | +$912 | +2 | +0.4% |
|
|
10
Qube Research & Technologies (QRT)
London,
United Kingdom
| $37.6K | +$39.2K | +86 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $875 | +$912 | +2 | New |
|
12
BlackRock
New York
| $438 | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$17.2K | -34 | Closed |
|
WSO.B Hedge Fund Activity: Q2 2025 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2025, worth a combined $11.1M — down 7.7% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WSO.B positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $730K. The largest seller was UBS Group, exiting entirely with an estimated $17.2K sold.
- 12 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $11.1M of Watsco Inc Class B stock for Q2 2025, down 7.7% quarter-over-quarter.
- 3 funds opened new Watsco Inc Class B positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest Watsco Inc Class B buyer in Q2 2025 was Goldman Sachs, an estimated $730K added.
- The largest Watsco Inc Class B seller in Q2 2025 was UBS Group, an estimated $17.2K sold.
Based on aggregated 13F filings for Q2 2025.