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Watsco
WSO

Overview Fund Activity

789 hedge funds and large institutions have $15.3B invested in Watsco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 297 reducing their positions, and 100 closing their positions.

Holders
789
Holders Change
-42
Holders Change %
-5.05%
% of All Funds
10.6%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
75
Increased
278
Reduced
297
Closed
100
Calls
$12.6M
Puts
$7.05M
Net Calls
+$5.53M
Net Calls Change
-$24.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$120M
2
Norges Bank
2
Norges Bank
Norway
$84.8M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$131M
4
DCM
4
Donaldson Capital Management
Indiana
$37.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$40M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$152M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$277M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$94.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.67B 3,772,315 +48,967 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.58B 3,572,186 +3,324 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.37B 3,112,990 -294,817 -9%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$677M 1,532,700 -24,910 -2%
Charles Schwab
5
Charles Schwab
California
$656M 1,485,996 +31,484 +2%
State Street
6
State Street
Massachusetts
$539M 1,221,526 -16,561 -1%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$431M 976,344 -42,756 -4%
William Blair & Company
8
William Blair & Company
Illinois
$356M 806,656 -8,056 -1%
Capital World Investors
9
Capital World Investors
California
$280M 634,018 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$277M 629,262 -132,242 -17%
Morgan Stanley
11
Morgan Stanley
New York
$261M 590,160 -78,604 -12%
MG
12
Markel Group
Virginia
$250M 565,169 -25,331 -4%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$232M 524,779 -34,795 -6%
Wells Fargo
14
Wells Fargo
California
$205M 463,874 +5,609 +1%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$172M 389,104 +1,234 +0.3%
Raymond James Financial
16
Raymond James Financial
Florida
$166M 374,765 -1,038 -0.3%
HCM
17
Hamlin Capital Management
New York
$158M 357,837 +6,566 +2%
Goldman Sachs
18
Goldman Sachs
New York
$152M 344,897 -123,978 -26%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$152M 343,390 -153,038 -31%
Northern Trust
20
Northern Trust
Illinois
$143M 324,874 -10,710 -3%
DC
21
Davenport & Co
Virginia
$141M 320,834 -3,962 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$139M 315,347 -12,956 -4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$131M 296,170 +152,662 +106%
BG
24
Bahl & Gaynor
Ohio
$123M 278,036 -12,291 -4%
Capital International Investors
25
Capital International Investors
California
$120M 271,662 +271,662 New
1
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