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Watsco Inc
WSO

765 hedge funds and large institutions have $14.6B invested in Watsco Inc in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 297 reducing their positions, and 92 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

14% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 297

15% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 92

18% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $28.8M

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$28.8M
Net Calls
Net Calls Change

Top Buyers

1
+$814M
2
+$69.4M
3
+$36.2M
4
VIP
Vantage Investment Partners
Missouri
+$28.5M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$26.8M

Top Sellers

1
-$56.4M
2
-$55.4M
3
-$44.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$42.6M
5
Jane Street
Jane Street
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VI
801
Versor Investments
New York
–
OAM
802
Oxford Asset Management
United Kingdom
–
DS
803
DRW Securities
Illinois
–
CFM
804
Catalyst Funds Management
Australia
–
ACM
805
Aster Capital Management
United Arab Emirates
–
PTC
806
Petrus Trust Company
Texas
–
BWG
807
Berry Wealth Group
Texas
–
PTP
808
Platform Technology Partners
New York
–
FFG
809
Fiduciary Financial Group
California
–
CAG
810
Csenge Advisory Group
Florida
–
GVAG
811
Great Valley Advisor Group
Delaware
–
IWC
812
Integrated Wealth Concepts
Massachusetts
–
SSG
813
Summit Securities Group
New York
–
MF
814
Magnetar Financial
Illinois
–
IAS
815
Insigneo Advisory Services
Florida
–
DAS
816
Diversify Advisory Services
Utah
–
Wolverine Trading
817
Wolverine Trading
Illinois
–
KF
818
KKM Financial
Illinois
–
CC
819
Corton Capital
Ontario, Canada
–
NCM
820
Northside Capital Management
Oregon
–
PWP
821
Perfromance Wealth Partners
Illinois
–
IAA
822
Independent Advisor Alliance
North Carolina
–
WPW
823
Waldron Private Wealth
Pennsylvania
–
Capstone Investment Advisors
824
Capstone Investment Advisors
New York
–
TWM
825
Tradition Wealth Management
Minnesota
–
31 32
33
34 35