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Watsco Inc
WSO

780 hedge funds and large institutions have $15.7B invested in Watsco Inc in 2026 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 243 increasing their positions, 303 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $105M | Put options by funds: $32.2M

34% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $13.9B → $15.7B (+$1.79B)

1% more funds holding

Funds holding: 769 → 780 (+11)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

20% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 303

568.79% less ownership

Funds ownership: 676.52% → 107.74% (-569%)

Holders
780
Holders Change
+11
Holders Change %
+1.43%
% of All Funds
9.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
95
Increased
243
Reduced
303
Closed
71
Calls
$105M
Puts
$32.2M
Net Calls
+$72.6M
Net Calls Change
+$104M

Top Buyers

Rank Fund Capital Flow
1
FPP
Findlay Park Partners
United Kingdom
+$75.9M
2
Charles Schwab
Charles Schwab
California
+$48M
3
BlackRock
BlackRock
New York
+$41.3M
4
Ameriprise
Ameriprise
Minnesota
+$37M
5
Principal Financial Group
Principal Financial Group
Iowa
+$28.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$91.2M
2
Two Sigma Investments
Two Sigma Investments
New York
-$82.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$78.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.4M
5
SCM
SG Capital Management
Illinois
-$56.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
Addison Advisors
Vermont
$1.67K -$2.81K -7 -64%
CAM
752
Chesapeake Asset Management
New York
$1.67K +$1.61K +4 New
QC
753
Quent Capital
New York
$1.33K +$402 +1 +50%
TWD
754
True Wealth Design
Ohio
$1.25K – – –
QWM
755
Quaker Wealth Management
New Jersey
$1.25K +$804 +2 +200%
FMP
756
Financial Management Professionals
Texas
$1.25K – – –
MB
757
MidFirst Bank
Oklahoma
$1.25K – – –
RWM
758
Raffa Wealth Management
District of Columbia
$1.25K +$402 +1 +50%
AG
759
AmeriFlex Group
Nevada
$1.25K +$1.21K +3 New
GTAM
760
Global Trust Asset Management
Florida
$1.25K +$1.21K +3 New
WETS
761
Wealth Enhancement Trust Services
South Dakota
$1.25K +$1.21K +3 New
PP
762
PFS Partners
New Jersey
$834 – – –
PWMG
763
Prestige Wealth Management Group
New Jersey
$834 +$402 +1 +100%
CFM
764
Cornerstone Financial Management
Massachusetts
$833 -$402 -1 -33%
1CP
765
1015 Capital Partners
Pennsylvania
$833 – – –
BWA
766
Basecamp Wealth Advisors
Washington
$833 – – –
KFI
767
Key Financial Inc
Pennsylvania
$833 – – –
MEG
768
Millstone Evans Group
Colorado
$833 – – –
SFS
769
Sunrise Financial Services
Washington
$833 – – –
TSMHT
770
Thurston Springer Miller Herd & Titak
Indiana
$833 – – –
LI
771
LRI Investments
Florida
$833 +$804 +2 New
TAP
772
Tounjian Advisory Partners
Florida
$833 +$804 +2 New
ACA
773
American Capital Advisory
Idaho
$417 – – –
RS
774
Rakuten Securities
Japan
$417 – – –
SA
775
Seneschal Advisors
Washington
$417 – – –
29 30
31
32 33

WSO Hedge Fund Activity: Q2 2026 in Review

780 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2026, worth a combined $15.7B — up 13% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WSO positions and 71 closed out — a net gain of 24 holders — while 243 added to existing stakes and 303 trimmed.

The largest buyer was Findlay Park Partners, opening a new position worth an estimated $75.9M. The largest seller was Goldman Sachs, cutting an estimated $91.2M.

  • 780 institutional investors held Watsco Inc (WSO) as of Q2 2026, up from 769 in Q1 2026.
  • Funds reported $15.7B of Watsco Inc stock for Q2 2026, up 13% quarter-over-quarter.
  • 95 funds opened new Watsco Inc positions in Q2 2026 and 71 closed out, a net change of +24 holders.
  • The largest Watsco Inc buyer in Q2 2026 was Findlay Park Partners, an estimated $75.9M added.
  • The largest Watsco Inc seller in Q2 2026 was Goldman Sachs, an estimated $91.2M sold.

Based on aggregated 13F filings for Q2 2026.