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Watsco Inc
WSO

840 hedge funds and large institutions have $18B invested in Watsco Inc in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 330 increasing their positions, 285 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $15M

52% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 61

16% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 285

6% more capital invested

Capital invested by funds: $16.9B → $18B (+$1.06B)

2% more funds holding

Funds holding: 820 → 840 (+20)

0.4% more ownership

Funds ownership: 101.3% → 101.69% (+0.4%)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
840
Holders Change
+20
Holders Change %
+2.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
93
Increased
330
Reduced
285
Closed
61
Calls
$45.3M
Puts
$15M
Net Calls
+$30.3M
Net Calls Change
+$45.5M

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$165M
2
Goldman Sachs
Goldman Sachs
New York
+$89.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$63.8M
4
Squarepoint
Squarepoint
New York
+$58.3M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$52.9M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$53.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.5M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$38.9M
4
Invesco
Invesco
Georgia
-$38.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
801
Riggs Asset Management
Pennsylvania
$3.56K – – –
BDPWM
802
Barnes Dennig Private Wealth Management
Ohio
$3.56K +$3.45K +7 New
LCM
803
Logan Capital Management
Pennsylvania
$3.08K – – –
DPW
804
DiNuzzo Private Wealth
Pennsylvania
$3.05K – – –
SIC
805
SJS Investment Consulting
Ohio
$3.05K – – –
TWD
806
True Wealth Design
Ohio
$3.05K +$1.48K +3 +100%
MTIC
807
Missouri Trust & Investment Company
Missouri
$2.54K – – –
OCM
808
Orion Capital Management
California
$2.54K – – –
BLC
809
Brown, Lisle/Cummings
Rhode Island
$2.54K +$2.46K +5 New
FPF
810
First Pacific Financial
Washington
$2.54K +$2.46K +5 New
CA
811
Crewe Advisors
Utah
$2.03K – – –
S
812
Sachetta
Massachusetts
$2.03K – – –
BGAI
813
Bruce G. Allen Investments
Colorado
$2.03K – – –
FUBT
814
First United Bank & Trust
Maryland
$2.03K +$1.97K +4 New
FMP
815
Financial Management Professionals
Texas
$1.52K – – –
AWM
816
Activest Wealth Management
Florida
$1.52K +$1.48K +3 New
QC
817
Quent Capital
New York
$1.08K – – –
HWA
818
HHM Wealth Advisors
Tennessee
$1.02K – – –
KFI
819
Key Financial Inc
Pennsylvania
$1.02K – – –
LIM
820
Longfellow Investment Management
Massachusetts
$1.02K – – –
MEG
821
Millstone Evans Group
Colorado
$1.02K – – –
VWA
822
Valued Wealth Advisors
Utah
$1.02K – – –
CAWM
823
Capital A Wealth Management
Pennsylvania
$1.02K +$493 +1 +100%
SS
824
SBI Securities
Japan
$1.02K +$493 +1 +100%
BFS
825
Bare Financial Services
Pennsylvania
$1.02K +$986 +2 New
31 32
33
34 35

WSO Hedge Fund Activity: Q1 2025 in Review

840 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2025, worth a combined $18B — up 6.3% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WSO positions and 61 closed out — a net gain of 32 holders — while 330 added to existing stakes and 285 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $165M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $53.8M.

  • 840 institutional investors held Watsco Inc (WSO) as of Q1 2025, up from 820 in Q4 2024.
  • Funds reported $18B of Watsco Inc stock for Q1 2025, up 6.3% quarter-over-quarter.
  • 93 funds opened new Watsco Inc positions in Q1 2025 and 61 closed out, a net change of +32 holders.
  • The largest Watsco Inc buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $165M added.
  • The largest Watsco Inc seller in Q1 2025 was Mitsubishi UFJ Trust & Banking, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.