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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.

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 %
SS
776
Sunbelt Securities
Texas
$5.7K – – –
HNW
777
High Note Wealth
Minnesota
$5.69K +$5.69K +12 New
AA
778
Addison Advisors
Vermont
$5.21K – – –
WIM
779
Westside Investment Management
California
$5.21K – – –
FWA
780
FSC Wealth Advisors
New York
$4.74K – – –
PSFG
781
Park Square Financial Group
Georgia
$4.74K +$4.74K +10 New
CWM
782
Copia Wealth Management
Oregon
$3.79K +$3.79K +8 New
RCM
783
Raleigh Capital Management
North Carolina
$3.39K +$3.39K +7 New
RAM
784
Riggs Asset Management
Pennsylvania
$3.32K – – –
TAM
785
Tucker Asset Management
Colorado
$3.32K – – –
LCM
786
Logan Capital Management
Pennsylvania
$2.86K +$2.86K +6 New
SIC
787
SJS Investment Consulting
Ohio
$2.84K -$948 -2 -25%
DPW
788
DiNuzzo Private Wealth
Pennsylvania
$2.84K – – –
AGWCA
789
Annis Gardner Whiting Capital Advisors
Florida
$2.84K +$2.84K +6 New
OCM
790
Orion Capital Management
California
$2.37K +$2.37K +5 New
MTIC
791
Missouri Trust & Investment Company
Missouri
$2.37K +$2.37K +5 New
CA
792
Crewe Advisors
Utah
$1.9K – – –
BGAI
793
Bruce G. Allen Investments
Colorado
$1.9K – – –
S
794
Sachetta
Massachusetts
$1.9K – – –
CSWM
795
Cassady Schiller Wealth Management
Ohio
$1.9K +$1.9K +4 New
PPA
796
Painted Porch Advisors
California
$1.9K +$1.9K +4 New
FMP
797
Financial Management Professionals
Texas
$1.42K – – –
TWD
798
True Wealth Design
Ohio
$1.42K – – –
QC
799
Quent Capital
New York
$1K -$1.5K -3 -60%
KFI
800
Key Financial Inc
Pennsylvania
$948 – – –
30 31
32
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