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 %
TF
501
Tompkins Financial
New York
$474K
DTL
502
Dynamic Technology Lab
Singapore
$469K -$820K -1,731 -64%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$465K -$7.11K -15 -2%
TI
504
Tidal Investments
Wisconsin
$449K -$626K -1,321 -58%
ECM
505
Everence Capital Management
Indiana
$445K +$445K +940 New
Millennium Management
506
Millennium Management
New York
$444K -$5.97M -12,595 -93%
EI
507
Ellevest Inc
New York
$444K -$9.95K -21 -2%
CFG
508
Certior Financial Group
Pennsylvania
$442K +$442K +933 New
GT
509
Greenleaf Trust
Michigan
$442K +$46K +97 +12%
DFG
510
Delta Financial Group
New Jersey
$441K +$441K +930 New
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$436K +$392K +827 +880%
AHC
512
Adell Harriman & Carpenter
Texas
$433K +$433K +913 New
PFS
513
Prospera Financial Services
Texas
$432K
HTC
514
Haverford Trust Company
Pennsylvania
$428K -$1.42K -3 -0.3%
PVI
515
Pine Valley Investments
New Jersey
$428K +$17.1K +36 +4%
AWA
516
Arete Wealth Advisors
Illinois
$427K +$40.9K +86 +11%
CIA
517
Compass Ion Advisors
Pennsylvania
$426K -$17.5K -37 -4%
SVWAG
518
Sound View Wealth Advisors Group
Georgia
$426K -$1.9K -4 -0.4%
HFO
519
Heritage Family Offices
Arizona
$425K -$28.4K -60 -6%
MA
520
Mutual Advisors
Nebraska
$420K +$56K +114 +15%
FDCP
521
Foster Dykema Cabot & Partners
Massachusetts
$419K +$372K +785 +785%
XT
522
XTX Topco
Cayman Islands
$417K +$417K +880 New
CWM
523
Congress Wealth Management
Massachusetts
$412K +$34.7K +73 +9%
VWM
524
Venturi Wealth Management
Texas
$410K +$20.9K +44 +5%
TSMHT
525
Thurston Springer Miller Herd & Titak
Indiana
$409K