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WSO.B

Watsco Inc Class B
WSO.B

12 hedge funds and large institutions have $9.45M invested in Watsco Inc Class B in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.04% less ownership

Funds ownership: 0.49% → 0.45% (-0.04%)

7% less capital invested

Capital invested by funds: $10.2M → $9.45M (-$736K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$360K
2
BPA
Beacon Pointe Advisors
California
+$229K

Top Sellers

Rank Fund Capital Flow
1
EI
Ethic Inc
New York
-$1.04M
2
Raymond James Financial
Raymond James Financial
Florida
-$201K
3
CBT
Crews Bank & Trust
Florida
-$62.1K
4
Goldman Sachs
Goldman Sachs
New York
-$5.8K
5
TRCT
Tower Research Capital (TRC)
New York
-$414

WSO.B Hedge Fund Activity: Q2 2026 in Review

12 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2026, worth a combined $9.45M — down 7.2% from $10.2M a quarter earlier.

Fund positioning in WSO.B was balanced in Q2 2026: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 3 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $360K. The largest seller was Ethic Inc, exiting entirely with an estimated $1.04M sold.

  • 12 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $9.45M of Watsco Inc Class B stock for Q2 2026, down 7.2% quarter-over-quarter.
  • 2 funds opened new Watsco Inc Class B positions in Q2 2026 and 2 closed out, a net change of 0 holders.
  • The largest Watsco Inc Class B buyer in Q2 2026 was Modern Wealth Management, an estimated $360K added.
  • The largest Watsco Inc Class B seller in Q2 2026 was Ethic Inc, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2026.