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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 %
ERSOT
276
Employees Retirement System of Texas
Texas
$2.53M +$2.53M +5,718 New
URS
277
Utah Retirement Systems
Utah
$2.52M -$8.39K -19 -0.3%
RRAM
278
River Road Asset Management
Kentucky
$2.45M +$37.4K +83 +2%
OWP
279
Obermeyer Wealth Partners
Colorado
$2.42M +$18.1K +41 +0.8%
BCIM
280
British Columbia Investment Management
British Columbia, Canada
$2.42M -$523K -1,185 -18%
DZ Bank
281
DZ Bank
Germany
$2.4M -$8.69M -19,685 -78%
UF
282
Univest Financial
Pennsylvania
$2.33M -$21.2K -48 -0.9%
Teacher Retirement System of Texas
283
Teacher Retirement System of Texas
Texas
$2.33M +$85.7K +194 +4%
LFAS
284
Level Four Advisory Services
Texas
$2.33M -$44.2K -100 -2%
CCM
285
Coldstream Capital Management
Washington
$2.32M -$39.7K -90 -2%
BOC
286
Barbara Oil Co
Illinois
$2.21M – – –
CAM
287
Crown Advisors Management
California
$2.21M – – –
PI
288
PineBridge Investments
New York
$2.17M +$2.17M +4,915 New
FC
289
FORA Capital
Florida
$2.16M +$2.16M +4,885 New
XT
290
XTX Topco
Cayman Islands
$2.11M +$1.54M +3,476 +267%
GIA
291
GHP Investment Advisors
Colorado
$2.1M -$584K -1,322 -22%
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$2.09M +$719K +1,628 +52%
KBC Group
293
KBC Group
Belgium
$2.08M +$14.1K +32 +0.7%
Two Sigma Advisers
294
Two Sigma Advisers
New York
$2.08M +$839K +1,900 +68%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.06M -$5.3M -12,011 -72%
BIM
296
Bridges Investment Management
Nebraska
$2.06M +$215K +487 +12%
HAIM
297
Hunter Associates Investment Management
Pennsylvania
$2.02M -$727K -1,650 -26%
TPCW
298
TD Private Client Wealth
New York
$2.01M -$125K -284 -6%
GAM
299
Generali Asset Management
Italy
$1.99M -$563K -1,275 -22%
NAM
300
Nissay Asset Management
Japan
$1.97M +$52.1K +118 +3%
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