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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 %
LFA
751
LGT Financial Advisors
Texas
$3.45K 8 – –
BDPWM
752
Barnes Dennig Private Wealth Management
Ohio
$3.09K 7 – –
BFS
753
Bare Financial Services
Pennsylvania
$3.09K 7 +5 +250%
LCM
754
Logan Capital Management
Pennsylvania
$2.69K 6 – –
T
755
Transce3nd
Texas
$2.65K 6 -32 -84%
MAM
756
Meeder Asset Management
Ohio
$2.65K 6 -11 -65%
DPW
757
DiNuzzo Private Wealth
Pennsylvania
$2.65K 6 – –
FPF
758
First Pacific Financial
Washington
$2.21K 5 – –
KG
759
Kilter Group
New York
$2.21K 5 +5 New
MTIC
760
Missouri Trust & Investment Company
Missouri
$2.21K 5 – –
OCM
761
Orion Capital Management
California
$2.21K 5 – –
BGAI
762
Bruce G. Allen Investments
Colorado
$2.21K 5 +1 +25%
CH
763
Cromwell Holdings
Wyoming
$2.21K 5 +3 +150%
TPWA
764
Twin Peaks Wealth Advisors
California
$2.11K 5 +5 New
TWD
765
True Wealth Design
Ohio
$1.77K 4 -2 -33%
CA
766
Crewe Advisors
Utah
$1.77K 4 – –
FUBT
767
First United Bank & Trust
Maryland
$1.77K 4 – –
QL
768
Quarry LP
New York
$1.77K 4 +4 New
HFS
769
Hughes Financial Services
Virginia
$1.67K 4 -4 -50%
AG
770
AmeriFlex Group
Nevada
$1.35K 3 +3 New
SIC
771
SJS Investment Consulting
Ohio
$1.33K 3 -3 -50%
FMP
772
Financial Management Professionals
Texas
$1.33K 3 – –
TIM
773
Tortoise Investment Management
New York
$1.33K 3 +3 New
DF
774
DecisionPoint Financial
Arizona
$912 2 +2 New
S
775
Sachetta
Massachusetts
$884 2 -2 -50%
29 30
31
32 33