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 %
N
676
Natixis
France
$125K +$125K +264 New
AAP
677
Arax Advisory Partners
Colorado
$121K +$62.9K +133 +108%
OAM
678
Ostrum Asset Management
France
$115K -$3.79K -8 -3%
CSC
679
Cove Street Capital
California
$114K
GM
680
GeoWealth Management
Illinois
$111K -$6.63K -14 -6%
BC
681
Bayforest Capital
United Kingdom
$111K +$111K +235 New
CA
682
Continuum Advisory
Idaho
$108K
TCOV
683
Trust Company of Vermont
Vermont
$105K
AIC
684
Archer Investment Corporation
Indiana
$102K
GRP
685
Global Retirement Partners
California
$100K +$41.7K +88 +71%
MWM
686
Mascoma Wealth Management
New Hampshire
$97.1K
Canada Pension Plan Investment Board
687
Canada Pension Plan Investment Board
Ontario, Canada
$94.8K +$94.8K +200 New
WT
688
Whittier Trust
California
$93.8K -$6.63K -14 -7%
WTC
689
WhitTier Trust Company
Nevada
$92.4K -$474 -1 -0.5%
RS
690
R Squared
Hong Kong
$90K +$90K +190 New
HT
691
Headlands Technologies
Illinois
$89.6K -$110K -232 -55%
RFS
692
Richardson Financial Services
Massachusetts
$87.8K -$19K -40 -18%
FNWA
693
Financial Network Wealth Advisors
Utah
$73.9K -$102K -215 -58%
MA
694
MCF Advisors
Kentucky
$71.2K +$16.6K +35 +30%
PTC
695
Private Trust Company
Ohio
$71.1K
VAG
696
VisionPoint Advisory Group
Texas
$70.8K +$70.8K +151 New
TIM
697
Tortoise Investment Management
New York
$70.1K +$30.3K +64 +76%
CFD
698
Creative Financial Designs
Indiana
$68.7K
SAM
699
Smartleaf Asset Management
Massachusetts
$61.8K +$7.13K +15 +13%
RMC
700
Resources Management Corp
Connecticut
$59K -$2.36K -5 -4%