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Watsco Inc
WSO

806 hedge funds and large institutions have $15.3B invested in Watsco Inc in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 286 increasing their positions, 302 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $19.5M

5% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 302

2.24% less ownership

Funds ownership: 101.69% → 99.45% (-2.2%)

4% less funds holding

Funds holding: 840 → 806 (-34)

15% less capital invested

Capital invested by funds: $18B → $15.3B (-$2.65B)

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

55% less funds holding in top 10

Funds holding in top 10: 11 → 5 (-6)

Holders
806
Holders Change
-34
Holders Change %
-4.05%
% of All Funds
10.61%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
77
Increased
286
Reduced
302
Closed
103
Calls
$29.1M
Puts
$19.5M
Net Calls
+$9.55M
Net Calls Change
-$20.7M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$126M
2
DCM
Donaldson Capital Management
Indiana
+$38.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$37.2M
4
TC
TwinBeech Capital
New York
+$26.6M
5
Jane Street
Jane Street
New York
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
2
JP Morgan Chase
JP Morgan Chase
New York
-$71M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$61.3M
4
Goldman Sachs
Goldman Sachs
New York
-$57.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
MV Capital Management
Maryland
$442 +$464 +1 New
NFSG
802
Newbridge Financial Services Group
Florida
$442 +$464 +1 New
RS
803
Rakuten Securities
Japan
$442 +$464 +1 New
SC
804
Stephens Consulting
Michigan
$442 +$464 +1 New
BHWM
805
Bay Harbor Wealth Management
Maryland
$441 – – –
Axa
806
Axa
France
– -$19.7M -38,781 Closed
CF
807
Corebridge Financial
Texas
– -$19.6M -38,469 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
808
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$12.6M -24,755 Closed
SAM
809
Scopus Asset Management
New York
– -$7.99M -15,718 Closed
CCB
810
Cutter & Co Brokerage
Missouri
– -$7.63M -15,020 Closed
Walleye Capital
811
Walleye Capital
New York
– -$7.2M -14,166 Closed
JF
812
Jump Financial
Illinois
– -$3.94M -7,743 Closed
AG
813
Algert Global
California
– -$3.62M -7,130 Closed
WFMPM
814
Woodley Farra Manion Portfolio Management
Indiana
– -$2.99M -5,882 Closed
TI
815
Trexquant Investment
Connecticut
– -$2.98M -5,868 Closed
NAAA
816
New Age Alpha Advisors
New York
– -$2.22M -4,369 Closed
GGHC
817
Gilder Gagnon Howe & Co
New York
– -$2.04M -4,021 Closed
OTPPB
818
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$2.01M -3,948 Closed
SI
819
Shaker Investments
Ohio
– -$1.52M -2,990 Closed
ALMGDA
820
AG2R La Mondiale Gestion d'Actifs
France
– -$1.27M -2,871 Closed
AS
821
Aware Super
Australia
– -$1.43M -2,812 Closed
Walleye Trading
822
Walleye Trading
New York
– -$1.22M -2,627 Closed
Canada Pension Plan Investment Board
823
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.28M -2,519 Closed
USAA
824
United Services Automobile Association
Texas
– -$1.13M -2,244 Closed
OQS
825
Occudo Quantitative Strategies
Florida
– -$1.07M -2,135 Closed
31 32
33
34 35

WSO Hedge Fund Activity: Q2 2025 in Review

806 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2025, worth a combined $15.3B — down 15% from $18B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WSO and 77 opened new positions — a net loss of 26 holders — while 302 trimmed existing stakes and 286 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 806 institutional investors held Watsco Inc (WSO) as of Q2 2025, down from 840 in Q1 2025.
  • Funds reported $15.3B of Watsco Inc stock for Q2 2025, down 15% quarter-over-quarter.
  • 77 funds opened new Watsco Inc positions in Q2 2025 and 103 closed out, a net change of -26 holders.
  • The largest Watsco Inc buyer in Q2 2025 was Capital International Investors, an estimated $126M added.
  • The largest Watsco Inc seller in Q2 2025 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2025.