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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 %
NEI
301
Northwest & Ethical Investments
Ontario, Canada
$1.96M +$1.96M +4,434 New
CC
302
Centiva Capital
New York
$1.96M +$1.96M +4,431 New
RA
303
RFG Advisory
Alabama
$1.95M -$43.3K -98 -2%
II
304
Inspire Investing
Idaho
$1.94M +$53.4K +121 +3%
LAM
305
LECAP Asset Management
United Kingdom
$1.92M +$1.92M +4,344 New
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$1.88M -$125K -283 -6%
ICM
307
Intrepid Capital Management
Florida
$1.88M -$42.4K -96 -2%
LF
308
Lee Financial
Texas
$1.84M +$181K +409 +11%
TWM
309
Trueblood Wealth Management
Ohio
$1.84M +$72K +163 +4%
CL
310
Choreo LLC
Illinois
$1.83M +$137K +311 +8%
EWA
311
EverSource Wealth Advisors
Alabama
$1.83M -$406K -920 -18%
AC
312
Annandale Capital
Texas
$1.82M +$486K +1,100 +37%
VPIM
313
Vanguard Personalized Indexing Management
California
$1.8M -$140K -318 -7%
Mariner
314
Mariner
Kansas
$1.79M -$734K -1,662 -29%
EI
315
Ethic Inc
New York
$1.76M -$24.9K -57 -1%
SOADOR
316
State of Alaska Department of Revenue
Alaska
$1.73M -$66.2K -150 -4%
AF
317
Avanza Fonder
Sweden
$1.72M +$43.3K +98 +3%
UB
318
UMB Bank
Missouri
$1.71M +$10.2K +23 +0.6%
Prudential Financial
319
Prudential Financial
New Jersey
$1.69M +$85.7K +194 +5%
CFG
320
Citizens Financial Group
Rhode Island
$1.69M +$443K +1,004 +36%
TFCM
321
Taylor Frigon Capital Management
Arizona
$1.68M -$62.7K -142 -4%
BCM
322
Birch Capital Management
Texas
$1.67M -$11.9K -27 -0.7%
DFCM
323
Dark Forest Capital Management
Puerto Rico
$1.67M -$2.01M -4,548 -55%
AAS
324
Avantax Advisory Services
Texas
$1.67M -$503K -1,138 -23%
CIAS
325
Capital Investment Advisory Services
North Carolina
$1.65M – – –
11 12
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