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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
Corient Private Wealth
2
Corient Private Wealth
Florida
$131M
3
DCM
3
Donaldson Capital Management
Indiana
$37.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$40M
5
TC
5
TwinBeech Capital
New York
$25.3M

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 %
SWM
726
Spire Wealth Management
Virginia
$8.95K 20 -7 -26%
BCWM
727
Bartlett & Co Wealth Management
Ohio
$8.83K 20 – –
SFCL
728
Strengthening Families & Communities LLC
Massachusetts
$8.13K 16 -245 -94%
MSWM
729
Mowery & Schoenfeld Wealth Management
Illinois
$7.95K 18 – –
GWS
730
Greykasell Wealth Strategies
California
$7.95K 18 – –
OLVIG
731
Oliver Lagore Vanvalin Investment Group
Michigan
$7.63K 15 +15 New
PWMG
732
Private Wealth Management Group
New Jersey
$7.07K 16 -8 -33%
AA
733
Addison Advisors
Vermont
$7.07K 16 +5 +45%
SWP
734
Strategic Wealth Partners
Ohio
$7.07K 16 +16 New
CT
735
Clearstead Trust
Maine
$6.63K 15 -8 -35%
AGWCA
736
Annis Gardner Whiting Capital Advisors
Florida
$6.63K 15 +15 New
AA
737
Ancora Advisors
Ohio
$6.62K 15 -6 -29%
PWAM
738
Private Wealth Asset Management
Iowa
$6.62K 15 -2 -12%
PP
739
Pingora Partners
Wyoming
$6.62K 15 – –
TCM
740
TD Capital Management
Tennessee
$6.29K 14 – –
SS
741
Sunbelt Securities
Texas
$5.69K 12 – –
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.3K 12 -319 -96%
CFO
743
CVA Family Office
Colorado
$5.3K 12 -31 -72%
MAS
744
MPWM Advisory Solutions
Georgia
$5.3K 12 -22 -65%
HNW
745
High Note Wealth
Minnesota
$5.3K 12 – –
GBT
746
Grove Bank & Trust
Florida
$4.86K 11 – –
WWM
747
Wolff Wiese Magana
California
$4.86K 11 – –
PSFG
748
Park Square Financial Group
Georgia
$4.42K 10 – –
SO
749
Sierra Ocean
California
$3.98K 9 – –
CWM
750
Copia Wealth Management
Oregon
$3.53K 8 – –
28 29
30
31 32