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WSO.B

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
Ethic Inc
New York
+$1.09M
2
DDC
DF Dent & Co
Maryland
+$475K
3
Raymond James Financial
Raymond James Financial
Florida
+$212K

Top Sellers

Rank Fund Capital Flow
1
UB
UMB Bank
Missouri
-$142K
2
Goldman Sachs
Goldman Sachs
New York
-$71.7K
3
TRCT
Tower Research Capital (TRC)
New York
-$30.1K
4
CBT
Crews Bank & Trust
Florida
-$19.1K

WSO.B Hedge Fund Activity: Q1 2026 in Review

12 of the 8,206 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.