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Watsco
WSO

Overview Fund Activity

789 hedge funds and large institutions have $15.3B invested in Watsco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 297 reducing their positions, and 100 closing their positions.

Holders
789
Holders Change
-42
Holders Change %
-5.05%
% of All Funds
10.59%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
75
Increased
278
Reduced
297
Closed
100
Calls
$12.6M
Puts
$7.05M
Net Calls
+$5.53M
Net Calls Change
-$24.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$120M
2
Norges Bank
2
Norges Bank
Norway
$84.8M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$131M
4
DCM
4
Donaldson Capital Management
Indiana
$37.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$40M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$152M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$277M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$94.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$116M 262,737 -5,547 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$110M 248,094 +18,497 +8%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$104M 235,737 +12,380 +6%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$94.6M 214,169 -116,010 -35%
Citadel Advisors
30
Citadel Advisors
Florida
$93.8M 212,450 -78,629 -27%
WF
31
Welch & Forbes
Massachusetts
$93.7M 212,190 -67 -0%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$87.7M 198,502 -41,584 -17%
Barclays
33
Barclays
United Kingdom
$86.2M 195,124 -31,089 -14%
CIPU
34
Caledonia Investments plc (UK)
United Kingdom
$85.8M 194,427 – –
Norges Bank
35
Norges Bank
Norway
$84.8M 192,079 +192,079 New
Bank of America
36
Bank of America
North Carolina
$76.4M 173,062 -13,523 -7%
UBS AM
37
UBS AM
Illinois
$70.8M 160,389 +15,329 +11%
BBHC
38
Brown Brothers Harriman & Co
New York
$68.2M 154,520 +8,325 +6%
WJWM
39
Williams Jones Wealth Management
New York
$66M 149,383 +2,977 +2%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$59.6M 135,032 +4,538 +3%
BEI
41
Benjamin Edwards Inc
Missouri
$56.7M 128,440 +2,333 +2%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$56M 126,796 +19,506 +18%
SIC
43
Schwartz Investment Counsel
Michigan
$53M 120,000 +54,000 +82%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$51.1M 116,225 +3,660 +3%
GKIM
45
GW&K Investment Management
Massachusetts
$49.8M 112,780 -1,933 -2%
HCM
46
Howland Capital Management
Massachusetts
$48.8M 110,429 -4,395 -4%
Legal & General Group
47
Legal & General Group
United Kingdom
$48.1M 108,889 +1,122 +1%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$47.8M 108,154 -45,104 -29%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$47.6M 107,702 -223 -0.2%
First Trust Advisors
50
First Trust Advisors
Illinois
$47.3M 107,029 -8,284 -7%
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