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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 %
NMERB
251
New Mexico Educational Retirement Board
New Mexico
$3.14M – – –
BCI
252
Brinker Capital Investments
Pennsylvania
$3.14M +$71.1K +161 +2%
CF
253
Centaurus Financial
California
$3.13M +$60.9K +138 +2%
GCM
254
Graham Capital Management
Connecticut
$3.09M +$2.21M +5,000 +250%
AIMCA
255
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.09M +$3.09M +7,000 New
II
256
IFM Investors
Australia
$3.09M +$137K +311 +5%
ACL
257
Applied Capital LLC
Florida
$3.07M +$26.5K +60 +0.9%
FGP
258
Freestone Grove Partners
California
$3.06M +$3.06M +6,928 New
FDS
259
Freedom Day Solutions
Texas
$3.03M -$13.7K -31 -0.4%
AIP
260
Ameritas Investment Partners
Nebraska
$2.99M -$35.3K -80 -1%
AP
261
Appleton Partners
Massachusetts
$2.97M -$37.5K -85 -1%
IMRF
262
Illinois Municipal Retirement Fund
Illinois
$2.92M -$711K -1,610 -20%
CAM
263
Cresset Asset Management
Illinois
$2.87M -$354K -801 -11%
RFC
264
Regions Financial Corp
Alabama
$2.87M -$47.3K -107 -2%
QCM
265
Quantinno Capital Management
New York
$2.83M -$1.15M -2,609 -29%
TD Asset Management
266
TD Asset Management
Ontario, Canada
$2.82M -$124K -280 -4%
TSS
267
Two Sigma Securities
New York
$2.81M +$1.45M +3,289 +107%
WCM Investment Management
268
WCM Investment Management
California
$2.8M +$4.8K +11 +0.2%
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
$2.79M +$480K +1,086 +21%
AAM
270
Advisors Asset Management
Colorado
$2.76M +$27.4K +62 +1%
ATC
271
Argent Trust Co
Tennessee
$2.72M +$34K +77 +1%
VanEck Associates
272
VanEck Associates
New York
$2.66M -$170K -384 -6%
Creative Planning
273
Creative Planning
Kansas
$2.65M -$400K -906 -13%
X
274
Xponance
Pennsylvania
$2.65M +$4.42K +10 +0.2%
EF
275
Empowered Funds
Pennsylvania
$2.64M +$19.9K +45 +0.8%
9 10
11
12 13