Watsco Inc Class B
WSO.B
9 hedge funds and large institutions have $8.09M invested in Watsco Inc Class B in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0.05% less ownership
Funds ownership: 0.47% → 0.42% (-0.05%)
24% less capital invested
Capital invested by funds: $10.7M → $8.09M (-$2.58M)
25% less funds holding
Funds holding: 12 → 9 (-3)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$28.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$499K |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$222K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$221K |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$127K |
| 5 |
Goldman Sachs
New York
|
-$12.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.48M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.64M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $733K | -$356 | -1 | -0% |
|
|
4
Goldman Sachs
New York
| $527K | -$12.8K | -36 | -2% |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $239K | -$127K | -357 | -34% |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $237K | – | – | – |
|
7
Morgan Stanley
New York
| $200K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $30.5K | +$28.4K | +80 | +800% |
|
9
BlackRock
New York
| $339 | – | – | – |
|
|
DDC
10
DF Dent & Co
Baltimore,
Maryland
| – | -$499K | -1,245 | Closed |
|
|
BPA
11
Beacon Pointe Advisors
Newport Beach,
California
| – | -$222K | -553 | Closed |
|
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$221K | -552 | Closed |
|
WSO.B Hedge Fund Activity: Q4 2025 in Review
9 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2025, worth a combined $8.09M — down 24% from $10.7M 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 3 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $28.4K. The largest seller was DF Dent & Co, exiting entirely with an estimated $499K sold.
- 9 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2025, down from 12 in Q3 2025.
- Funds reported $8.09M of Watsco Inc Class B stock for Q4 2025, down 24% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q4 2025 and 3 closed out, a net change of -3 holders.
- The largest Watsco Inc Class B buyer in Q4 2025 was Tower Research Capital (TRC), an estimated $28.4K added.
- The largest Watsco Inc Class B seller in Q4 2025 was DF Dent & Co, an estimated $499K sold.
Based on aggregated 13F filings for Q4 2025.