Watsco Inc Class B
WSO.B
12 hedge funds and large institutions have $10.7M invested in Watsco Inc Class B in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0.02% more ownership
Funds ownership: 0.45% → 0.47% (+0.02%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $11.1M → $10.7M (-$466K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$521K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.35K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$37.6K |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
-$31.4K |
| 3 |
Goldman Sachs
New York
|
-$3.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.13M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $3.14M | -$31.4K | -75 | -1% |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $867K | – | – | – |
|
|
4
Goldman Sachs
New York
| $638K | -$3.35K | -8 | -0.5% |
|
|
DDC
5
DF Dent & Co
Baltimore,
Maryland
| $499K | +$521K | +1,245 | New |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $428K | – | – | – |
|
|
CBT
7
Crews Bank & Trust
Wauchula,
Florida
| $281K | – | – | – |
|
8
Morgan Stanley
New York
| $236K | – | – | – |
|
|
BPA
9
Beacon Pointe Advisors
Newport Beach,
California
| $222K | – | – | – |
|
|
10
Raymond James Financial
St Petersburg,
Florida
| $221K | +$1.26K | +3 | +0.5% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $4.03K | +$3.35K | +8 | +400% |
|
12
BlackRock
New York
| $401 | – | – | – |
|
|
13
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$37.6K | -86 | Closed |
|
WSO.B Hedge Fund Activity: Q3 2025 in Review
12 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2025, worth a combined $10.7M — down 4.2% from $11.1M a quarter earlier.
Fund positioning in WSO.B was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was DF Dent & Co, opening a new position worth an estimated $521K. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $37.6K sold.
- 12 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $10.7M of Watsco Inc Class B stock for Q3 2025, down 4.2% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Watsco Inc Class B buyer in Q3 2025 was DF Dent & Co, an estimated $521K added.
- The largest Watsco Inc Class B seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $37.6K sold.
Based on aggregated 13F filings for Q3 2025.