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Watsco
WSO

Overview Fund Activity

794 hedge funds and large institutions have $15.3B invested in Watsco in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 279 increasing their positions, 300 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-37
Holders Change %
-4.45%
% of All Funds
10.65%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
76
Increased
279
Reduced
300
Closed
100
Calls
$29.1M
Puts
$19.5M
Net Calls
+$9.55M
Net Calls Change
-$20.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$120M
2
Corient Private Wealth
Corient Private Wealth
Florida
$131M
3
DCM
Donaldson Capital Management
Indiana
$37.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40M
5
TC
TwinBeech Capital
New York
$25.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$152M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$277M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$4.37M +$961K +2,176 +28%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$4.36M -$481K -1,090 -10%
PCA
228
Prospect Capital Advisors
California
$4.35M +$919K +2,080 +27%
DADC
229
D.A. Davidson & Co
Montana
$4.35M +$92.7K +210 +2%
LSERS
230
Louisiana State Employees Retirement System
Louisiana
$4.33M – – –
Osaic Holdings
231
Osaic Holdings
Arizona
$4.28M +$841K +1,757 +24%
DnB Asset Management
232
DnB Asset Management
Norway
$4.21M -$3.22M -7,289 -43%
FAF
233
Fjarde Ap-fonden
Sweden
$4.2M +$2.08M +4,700 +98%
AWAU
234
Alliance Wealth Advisors (Utah)
Utah
$4.11M +$108K +244 +3%
AI
235
Atria Investments
North Carolina
$4.09M +$265K +600 +7%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.96M +$281K +637 +8%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$3.95M +$3.95M +8,954 New
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$3.87M +$110K +250 +3%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$3.85M +$123K +278 +3%
Universal-Beteiligungs- und Servicegesellschaft
240
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.83M -$263K -595 -6%
LOAMU
241
Lombard Odier Asset Management (USA)
New York
$3.75M +$2.42M +5,476 +182%
SOMRS
242
State of Michigan Retirement System
Michigan
$3.7M – – –
ICP
243
Ironvine Capital Partners
Nebraska
$3.7M +$3.7M +8,382 New
KJHP
244
K.J. Harrison & Partners
Ontario, Canada
$3.56M -$662K -1,500 -16%
MC
245
Middleton & Co
Massachusetts
$3.45M -$72.9K -165 -2%
CIBC World Market
246
CIBC World Market
Ontario, Canada
$3.44M -$257K -581 -7%
NMIMC
247
Northwestern Mutual Investment Management Company
Wisconsin
$3.44M +$19.4K +44 +0.6%
FRAF
248
Första AP-fonden
Sweden
$3.18M +$88.3K +200 +3%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$3.17M +$44.2K +100 +1%
Cerity Partners
250
Cerity Partners
New York
$3.16M -$670K -1,518 -17%
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