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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 %
OTPPB
801
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -3,948 Closed
SI
802
Shaker Investments
Ohio
– – -2,990 Closed
ALMGDA
803
AG2R La Mondiale Gestion d'Actifs
France
– – -2,871 Closed
AS
804
Aware Super
Australia
– – -2,812 Closed
Walleye Trading
805
Walleye Trading
New York
– – -2,627 Closed
Canada Pension Plan Investment Board
806
Canada Pension Plan Investment Board
Ontario, Canada
– – -2,519 Closed
USAA
807
United Services Automobile Association
Texas
– – -2,244 Closed
OQS
808
Occudo Quantitative Strategies
Florida
– – -2,135 Closed
NRD
809
Nebula Research & Development
New York
– – -2,115 Closed
AC
810
Allstate Corporation
Illinois
– – -1,937 Closed
ACM
811
Aquatic Capital Management
Illinois
– – -1,820 Closed
MGP
812
M&G plc
United Kingdom
– – -1,643 Closed
RGC
813
Regents Gate Capital
United Kingdom
– – -1,605 Closed
HIS
814
Harvest Investment Services
Illinois
– – -1,589 Closed
TAF
815
Tredje AP-fonden
Sweden
– – -1,364 Closed
BC
816
Bayforest Capital
United Kingdom
– – -1,362 Closed
PPW
817
Parcion Private Wealth
Washington
– – -1,304 Closed
BOH
818
Bank of Hawaii
Hawaii
– – -1,201 Closed
TFS
819
Thoroughbred Financial Services
Tennessee
– – -1,187 Closed
FCM
820
Fieldview Capital Management
Michigan
– – -1,118 Closed
BC
821
Bridgefront Capital
Texas
– – -1,071 Closed
IFU
822
iSAM Funds (UK)
United Kingdom
– – -961 Closed
QIM
823
Quantitative Investment Management
Virginia
– – -926 Closed
MS
824
Maven Securities
Jersey
– – -900 Closed
TCM
825
Teza Capital Management
Illinois
– – -875 Closed
31 32
33
34 35