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Watsco
WSO

Overview Fund Activity

789 hedge funds and large institutions have $15.3B invested in Watsco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 297 reducing their positions, and 100 closing their positions.

Holders
789
Holders Change
-42
Holders Change %
-5.05%
% of All Funds
10.59%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
75
Increased
278
Reduced
297
Closed
100
Calls
$12.6M
Puts
$7.05M
Net Calls
+$5.53M
Net Calls Change
-$24.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$120M
2
Norges Bank
2
Norges Bank
Norway
$84.8M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$131M
4
DCM
4
Donaldson Capital Management
Indiana
$37.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$40M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$152M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$277M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$94.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$47.1M 106,610 +765 +0.7%
CCA
52
Conestoga Capital Advisors
Pennsylvania
$46.7M 105,692 +500 +0.5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$46.6M 105,444 +7,200 +7%
Stifel Financial
54
Stifel Financial
Missouri
$45.2M 102,240 +544 +0.5%
PFM
55
Premier Fund Managers
United Kingdom
$43.8M 100,369 +334 +0.3%
Citigroup
56
Citigroup
New York
$42.1M 95,346 +46,149 +94%
Handelsbanken Fonder
57
Handelsbanken Fonder
Sweden
$41.5M 94,058 -29,400 -24%
RP
58
Riverbridge Partners
Minnesota
$40.9M 92,603 -10,920 -11%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$40M 90,466 +80,276 +788%
UBS Group
60
UBS Group
Switzerland
$39.6M 89,562 -48,857 -35%
Jane Street
61
Jane Street
New York
$39.4M 89,115 +55,153 +162%
DP
62
Dearborn Partners
Illinois
$38M 86,057 +8,449 +11%
DCM
63
Donaldson Capital Management
Indiana
$37.3M 84,463 +82,972 +5,565%
Squarepoint
64
Squarepoint
New York
$37.2M 84,330 -78,676 -48%
Principal Financial Group
65
Principal Financial Group
Iowa
$36.4M 82,517 -3,447 -4%
WGAM
66
Wilkinson Global Asset Management
New York
$36M 81,475 -5,693 -7%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$35.5M 80,492 -6,418 -7%
ACA
68
Anchor Capital Advisors
Massachusetts
$34.9M 79,128 -2,580 -3%
Swedbank
69
Swedbank
Sweden
$34.7M 78,585 +2,854 +4%
TCM
70
TimesSquare Capital Management
New York
$33.1M 74,855 +11,780 +19%
GCM
71
Geneva Capital Management
Wisconsin
$32.8M 74,320 +8,264 +13%
Canada Life
72
Canada Life
Manitoba, Canada
$32.8M 74,196 +8,749 +13%
CRC
73
Curi RMB Capital
Illinois
$32.2M 72,894 -3,245 -4%
Millennium Management
74
Millennium Management
New York
$31.5M 71,375 +46,888 +191%
FAM
75
Fenimore Asset Management
New York
$30.9M 69,975 +11,570 +20%
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