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Watsco
WSO

Overview Fund Activity

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 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+35
Holders Change %
+4.5%
% 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
64
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$105M
2
Charles Schwab
2
Charles Schwab
California
$650M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
3
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
726
Solstein Capital
California
$19.9K – – –
CIM
727
Contravisory Investment Management
Massachusetts
$19.4K – – –
LB
728
Legacy Bridge
Iowa
$19K – – –
ME
729
McIlrath & Eck
Washington
$19K – – –
ACM
730
Aster Capital Management
United Arab Emirates
$19K +$19K +40 New
LWMI
731
Legacy Wealth Management (Idaho)
Idaho
$18.6K – – –
LIS
732
Legacy Investment Solutions
Idaho
$18.6K – – –
WSFS
733
Wilmington Savings Fund Society
Delaware
$18.5K – – –
T
734
Transce3nd
Texas
$18K +$18K +38 New
FWM
735
FSA Wealth Management
Massachusetts
$18K – – –
PAM
736
Parvin Asset Management
South Dakota
$17.5K +$17.5K +37 New
SWM
737
Spire Wealth Management
Virginia
$16.8K +$7.19K +15 +75%
MSG
738
Main Street Group
Virginia
$16.6K – – –
MHR
739
Matthew Hamilton Rosenberg
$16.6K – – –
WWP
740
WR Wealth Planners
Missouri
$16.6K – – –
MAS
741
MPWM Advisory Solutions
Georgia
$16.1K +$16.1K +34 New
GA
742
GoalVest Advisory
New York
$15.6K -$24.2K -51 -61%
MAM
743
Meeder Asset Management
Ohio
$15.2K +$10.9K +23 +256%
Q1WB
744
Quest 10 Wealth Builders
Virginia
$15.2K +$15.2K +32 New
HWM
745
Hemington Wealth Management
Virginia
$15K +$3.64K +8 +32%
CFO
746
CVA Family Office
Colorado
$14.2K +$474 +1 +3%
WAS
747
Winch Advisory Services
Wisconsin
$13.7K +$13.7K +29 New
IWM
748
IMG Wealth Management
Florida
$13.7K +$13.7K +29 New
CAS
749
Coppell Advisory Solutions
Texas
$12.3K +$5.22K +11 +73%
BIA
750
Bell Investment Advisors
California
$12.3K – – –
28 29
30
31 32