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 %
AWE
476
Avidian Wealth Enterprises
Texas
$567K +$9.95K +21 +2%
FBT
477
First Bank & Trust
South Dakota
$566K -$29.9K -63 -5%
TF
478
Tudor Financial
Ohio
$566K
Lido Advisors
479
Lido Advisors
California
$564K +$39.8K +84 +8%
ET
480
Equitable Trust
Tennessee
$562K +$9.48K +20 +2%
BC
481
Burney Company
Virginia
$558K
Jones Financial Companies
482
Jones Financial Companies
Missouri
$558K +$250K +527 +81%
AO
483
Advisor OS
Illinois
$555K -$390K -822 -41%
MCM
484
Mattern Capital Management
Colorado
$550K +$24.2K +51 +5%
Aviva
485
Aviva
United Kingdom
$549K -$90K -190 -14%
HH
486
Hilltop Holdings
Texas
$543K -$41.7K -88 -7%
ECM
487
Evergreen Capital Management
Washington
$537K +$16.1K +34 +3%
SAM
488
Shell Asset Management
Netherlands
$521K
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$513K -$79.6K -168 -13%
TPA
490
Trivium Point Advisory
Connecticut
$508K +$4.74K +10 +0.9%
FHA
491
Flagship Harbor Advisors
Massachusetts
$502K -$167K -352 -25%
CSP
492
Cary Street Partners
Virginia
$498K +$498K +1,050 New
PPC
493
Park Place Capital
Alabama
$494K -$3.32K -7 -0.7%
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$492K +$113K +239 +30%
QPW
495
Quantum Private Wealth
Florida
$492K
VFA
496
Valeo Financial Advisors
Indiana
$489K +$5.69K +12 +1%
PNC
497
Park National Corp
Ohio
$489K -$47.9K -101 -9%
EA
498
Everpar Advisors
Oklahoma
$482K -$7.58K -16 -2%
AC
499
Allstate Corporation
Illinois
$479K +$479K +1,010 New
CGL
500
Clarius Group LLC
Washington
$474K