813 hedge funds and large institutions have $16.9B invested in Watsco in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 270 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+34
Holders Change %
+4.36%
% of All Funds
10.83%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
108
Increased
270
Reduced
303
Closed
65
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$1.83M -$15.2K -32 -0.8%
VPIM
327
Vanguard Personalized Indexing Management
California
$1.82M +$89.6K +189 +5%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$1.8M +$306K +645 +20%
TWM
329
Trueblood Wealth Management
Ohio
$1.79M +$48.8K +103 +3%
CIAS
330
Capital Investment Advisory Services
North Carolina
$1.77M
EI
331
Ethic Inc
New York
$1.76M +$253K +533 +17%
GCM
332
Graham Capital Management
Connecticut
$1.75M +$1.75M +3,700 New
PWM
333
Perigon Wealth Management
California
$1.74M +$1.74M +3,536 New
UB
334
UMB Bank
Missouri
$1.73M +$29.4K +62 +2%
SIA
335
Schechter Investment Advisors
Michigan
$1.7M -$34.6K -73 -2%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$1.7M -$76.3K -161 -4%
HWAM
337
Hennion & Walsh Asset Management
New Jersey
$1.7M -$695K -1,466 -29%
PCIA
338
Prime Capital Investment Advisors
Kansas
$1.66M -$56.4K -119 -3%
SO
339
STRS Ohio
Ohio
$1.65M +$113K +239 +7%
Brown Advisory
340
Brown Advisory
Maryland
$1.6M -$232K -490 -13%
CA
341
CoreCap Advisors
Michigan
$1.59M +$112K +236 +8%
CFG
342
Citizens Financial Group
Rhode Island
$1.56M +$38.9K +82 +3%
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
$1.56M +$1.13M +2,386 +265%
SC
344
Saturna Capital
Washington
$1.55M +$135K +284 +10%
MML Investors Services
345
MML Investors Services
Massachusetts
$1.52M +$139K +293 +10%
AFS
346
Access Financial Services
Minnesota
$1.52M +$6.63K +14 +0.4%
AOWM
347
Alpha Omega Wealth Management
Virginia
$1.52M
CCM
348
Campbell Capital Management
Florida
$1.52M -$142K -300 -9%
Two Sigma Advisers
349
Two Sigma Advisers
New York
$1.52M
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$1.51M