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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 %
PWG
351
Portside Wealth Group
Utah
$1.33M -$13.2K -30 -1%
CC
352
Chicago Capital
Illinois
$1.32M -$21.6K -49 -2%
Federated Hermes
353
Federated Hermes
Pennsylvania
$1.3M -$41.1K -93 -3%
CWS
354
Confluence Wealth Services
Pennsylvania
$1.29M +$16.8K +38 +1%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$1.28M – – –
ICP
356
Ilex Capital Partners
United Kingdom
$1.24M +$1.24M +2,807 New
LGF
357
LGT Group Foundation
Liechtenstein
$1.22M -$11.1M -25,076 -90%
HIC
358
Harvey Investment Company
Kentucky
$1.21M +$13.2K +30 +1%
SAM
359
Securian Asset Management
Minnesota
$1.2M – – –
FCBT
360
First Citizens Bank & Trust
North Carolina
$1.18M +$779K +1,763 +195%
OBAM
361
ODDO BHF Asset Management
France
$1.18M -$19.9K -45 -2%
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$1.16M -$1.03M -2,340 -47%
EB
363
Eastern Bank
Massachusetts
$1.16M -$11.9K -27 -1%
BF
364
BOK Financial
Oklahoma
$1.16M +$64.9K +147 +6%
CW
365
CreativeOne Wealth
Kansas
$1.13M -$263K -596 -19%
COCM
366
Charter Oak Capital Management
New Hampshire
$1.13M – – –
SPIA
367
Steward Partners Investment Advisory
New York
$1.12M +$30K +68 +3%
PMWMG
368
Parr McKnight Wealth Management Group
Minnesota
$1.12M +$1.12M +2,532 New
STA
369
Summit Trail Advisors
New York
$1.12M +$1.12M +2,531 New
KIA
370
Knollwood Investment Advisory
Maryland
$1.11M – – –
CB
371
Centennial Bank
Arkansas
$1.08M -$9.72K -22 -0.9%
SW
372
SlateStone Wealth
Florida
$1.06M +$95K +215 +10%
ET
373
Entropy Technologies
New York
$1.06M +$859K +1,945 +432%
LA
374
Lindenwold Advisors
Pennsylvania
$1.05M -$2.21K -5 -0.2%
CGH
375
Crossmark Global Holdings
Texas
$1.03M +$125K +283 +14%
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15
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