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Watsco Inc
WSO

777 hedge funds and large institutions have $14.6B invested in Watsco Inc in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 301 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.94% more ownership

Funds ownership: 99.45% → 103.39% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $15.3B → $14.6B (-$734M)

4% less funds holding

Funds holding: 806 → 777 (-29)

13% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 301

18% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $28.8M

20% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 94

Holders
777
Holders Change
-29
Holders Change %
-3.6%
% of All Funds
10.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
75
Increased
263
Reduced
301
Closed
94
Calls
$23.8M
Puts
$28.8M
Net Calls
-$5.06M
Net Calls Change
-$14.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$861M
2
Two Sigma Investments
Two Sigma Investments
New York
+$73.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.3M
4
VIP
Vantage Investment Partners
Missouri
+$30.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.4M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$59.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$45M
5
Jane Street
Jane Street
New York
-$37.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
601
Huntington National Bank
Ohio
$197K -$26.9K -63 -11%
Mirae Asset Global ETFs Holdings
602
Mirae Asset Global ETFs Holdings
Hong Kong
$193K +$4.28K +10 +2%
SAM
603
Smartleaf Asset Management
Massachusetts
$190K +$116K +271 +133%
CG
604
Curat Global
New Hampshire
$186K – – –
HNB
605
Hilltop National Bank
Wyoming
$184K +$12.8K +30 +7%
DZ Bank
606
DZ Bank
Germany
$170K -$2.14M -5,005 -92%
IA
607
IFP Advisors
Florida
$168K +$42.8K +100 +32%
WT
608
Whittier Trust
California
$165K – – –
PC
609
Promus Capital
Illinois
$165K +$174K +408 New
FM
610
Freemont Management
Switzerland
$162K -$1.37M -3,200 -89%
CT
611
Colonial Trust
South Carolina
$160K +$7.7K +18 +5%
AF
612
Allworth Financial
California
$153K +$34.6K +81 +27%
SFCL
613
Strengthening Families & Communities LLC
Massachusetts
$152K +$131K +307 +1,919%
IWA
614
Icon Wealth Advisors
Texas
$144K -$32.5K -76 -18%
AIC
615
Archer Investment Corporation
Indiana
$144K – – –
YDMI
616
Y.D. More Investments
Israel
$142K +$21.4K +50 +17%
FNWA
617
Financial Network Wealth Advisors
Utah
$133K +$18.4K +43 +15%
RFP
618
Root Financial Partners
California
$130K +$138K +323 New
CTC
619
Central Trust Company
Missouri
$127K – – –
EWM
620
Evermay Wealth Management
Virginia
$119K – – –
C
621
Covestor
United Kingdom
$117K -$15K -35 -11%
MIM
622
MTM Investment Management
South Carolina
$107K – – –
National Bank of Canada
623
National Bank of Canada
Quebec, Canada
$107K +$8.98K +21 +9%
MG
624
Mather Group
Illinois
$104K +$110K +257 New
NC
625
North Capital
Utah
$104K +$428 +1 +0.4%
23 24
25
26 27

WSO Hedge Fund Activity: Q3 2025 in Review

777 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2025, worth a combined $14.6B — down 4.8% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of WSO and 75 opened new positions — a net loss of 19 holders — while 301 trimmed existing stakes and 263 added.

The largest buyer was Capital International Investors, adding an estimated $861M. The largest seller was Barclays, cutting an estimated $59.6M.

  • 777 institutional investors held Watsco Inc (WSO) as of Q3 2025, down from 806 in Q2 2025.
  • Funds reported $14.6B of Watsco Inc stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 75 funds opened new Watsco Inc positions in Q3 2025 and 94 closed out, a net change of -19 holders.
  • The largest Watsco Inc buyer in Q3 2025 was Capital International Investors, an estimated $861M added.
  • The largest Watsco Inc seller in Q3 2025 was Barclays, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2025.