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 %
CA
526
Clearstead Advisors
Ohio
$406K -$127K -268 -24%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$404K -$1.2M -2,498 -75%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$401K -$50.2K -106 -11%
CFO
529
Callan Family Office
Pennsylvania
$399K +$399K +842 New
PA
530
Profund Advisors
Maryland
$398K -$78.2K -165 -16%
IIA
531
ICW Investment Advisors
Arizona
$397K +$9K +19 +2%
IB
532
Intrust Bank
Kansas
$392K -$2.84K -6 -0.7%
DFCM
533
Dark Forest Capital Management
Puerto Rico
$390K +$390K +823 New
FLPIM
534
F.L. Putnam Investment Management
Massachusetts
$389K -$30.3K -64 -7%
Walleye Trading
535
Walleye Trading
New York
$389K -$1.04M -2,204 -73%
SI
536
Stephens Inc
Arkansas
$384K -$43.6K -92 -10%
SQA
537
Simon Quick Advisors
New Jersey
$383K +$51.7K +109 +16%
CFGS
538
Concourse Financial Group Securities
Alabama
$381K +$5.59K +11 +1%
LFG
539
Larson Financial Group
Missouri
$380K -$160K -337 -30%
Rafferty Asset Management
540
Rafferty Asset Management
New York
$377K -$3.32K -7 -0.9%
EC
541
Enhancing Capital
Pennsylvania
$376K +$376K +793 New
FFG
542
Fiduciary Financial Group
California
$371K -$12.5K -27 -3%
JEST
543
JTC Employer Solutions Trustee
Jersey
$371K
IPWA
544
International Private Wealth Advisors
California
$371K +$4.27K +9 +1%
JCM
545
Jag Capital Management
Missouri
$365K -$28.9K -61 -7%
DWT
546
Dorsey & Whitney Trust
South Dakota
$364K +$3.32K +7 +0.9%
PCM
547
Penserra Capital Management
California
$362K -$6.61K -14 -2%
HWA
548
Heartwood Wealth Advisors
Virginia
$361K
EWA
549
EP Wealth Advisors
California
$360K +$105K +221 +41%
HWM
550
HB Wealth Management
Georgia
$359K +$359K +757 New