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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 %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$1.64M +$123K +278 +8%
MAM
327
Mirabaud Asset Management
United Kingdom
$1.61M +$437K +1,001 +37%
FM
328
Freemont Management
Switzerland
$1.59M +$397K +900 +33%
AFS
329
Access Financial Services
Minnesota
$1.57M +$65.4K +148 +4%
CA
330
CoreCap Advisors
Michigan
$1.54M +$67.1K +152 +5%
MML Investors Services
331
MML Investors Services
Massachusetts
$1.52M +$4.86K +11 +0.3%
AOWM
332
Alpha Omega Wealth Management
Virginia
$1.5M -$2.65K -6 -0.2%
PCIA
333
Prime Capital Investment Advisors
Kansas
$1.49M -$163K -370 -10%
Man Group
334
Man Group
United Kingdom
$1.49M -$5.23M -11,848 -78%
AIM
335
Aigen Investment Management
New York
$1.47M +$1.12M +2,536 +323%
SCM
336
Semanteon Capital Management
Massachusetts
$1.46M +$1.15M +2,606 +368%
HWAM
337
Hennion & Walsh Asset Management
New Jersey
$1.44M -$75.1K -170 -5%
PWM
338
Perigon Wealth Management
California
$1.43M -$128K -290 -8%
CT
339
Chicago Trust
Illinois
$1.43M +$50.8K +115 +4%
ONB
340
Old National Bancorp
Indiana
$1.41M -$357K -808 -20%
Jones Financial Companies
341
Jones Financial Companies
Missouri
$1.37M +$504K +1,155 +58%
BAM
342
Belpointe Asset Management
Nevada
$1.37M +$132K +299 +11%
Mackenzie Financial
343
Mackenzie Financial
Ontario, Canada
$1.37M +$461K +1,045 +51%
RIM
344
Redwood Investment Management
Arizona
$1.37M +$1.37M +3,094 New
NA
345
NewEdge Advisors
Louisiana
$1.36M -$57K -129 -4%
AWM
346
Avior Wealth Management
Nebraska
$1.36M +$1.33K +3 +0.1%
SC
347
Saturna Capital
Washington
$1.35M -$93.6K -212 -6%
FRM
348
Fox Run Management
Connecticut
$1.35M +$918K +2,078 +214%
JWCA
349
J.W. Coons Advisors
Ohio
$1.35M -$14.1K -32 -1%
PA
350
Procyon Advisors
Connecticut
$1.34M -$43.3K -98 -3%
12 13
14
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