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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 %
SS
776
SBI Securities
Japan
$883 2 – –
KFI
777
Key Financial Inc
Pennsylvania
$883 2 – –
HIA
778
HFM Investment Advisors
New Jersey
$883 2 +1 +100%
TIM
779
Total Investment Management
Arizona
$883 2 +2 New
SC
780
SouthState Corp
Florida
$442 1 -28 -97%
PWM
781
Parkworth Wealth Management
California
$442 1 – –
PWA
782
Principia Wealth Advisory
Texas
$442 1 – –
TFM
783
TFC Financial Management
Massachusetts
$442 1 – –
RS
784
Rakuten Securities
Japan
$442 1 +1 New
NFSG
785
Newbridge Financial Services Group
Florida
$442 1 +1 New
SC
786
Stephens Consulting
Michigan
$442 1 +1 New
MCM
787
MV Capital Management
Maryland
$442 1 +1 New
BHWM
788
Bay Harbor Wealth Management
Maryland
$441 1 – –
Axa
789
Axa
France
– – -38,781 Closed
CF
790
Corebridge Financial
Texas
– – -38,469 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
791
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -24,755 Closed
SAM
792
Scopus Asset Management
New York
– – -15,718 Closed
CCB
793
Cutter & Co Brokerage
Missouri
– – -15,020 Closed
Walleye Capital
794
Walleye Capital
New York
– – -14,166 Closed
JF
795
Jump Financial
Illinois
– – -7,743 Closed
AG
796
Algert Global
California
– – -7,130 Closed
WFMPM
797
Woodley Farra Manion Portfolio Management
Indiana
– – -5,882 Closed
TI
798
Trexquant Investment
Connecticut
– – -5,868 Closed
NAAA
799
New Age Alpha Advisors
New York
– – -4,369 Closed
GGHC
800
Gilder Gagnon Howe & Co
New York
– – -4,021 Closed
30 31
32
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