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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 %
VWM
826
Venturi Wealth Management
Texas
– – -861 Closed
BP
827
Ballentine Partners
Massachusetts
– – -810 Closed
CWA
828
Centennial Wealth Advisory
Michigan
– – -776 Closed
JCM
829
Jag Capital Management
Missouri
– – -773 Closed
IPWA
830
International Private Wealth Advisors
California
– – -766 Closed
EWA
831
EP Wealth Advisors
California
– – -742 Closed
FCFC
832
First Commonwealth Financial Corp
Pennsylvania
– – -704 Closed
MLA
833
My Legacy Advisors
Oregon
– – -693 Closed
SG
834
StoneX Group
New York
– – -693 Closed
LI
835
LifeWealth Investments
Florida
– – -641 Closed
SCM
836
Stevens Capital Management
Pennsylvania
– – -619 Closed
MGP
837
Metis Global Partners
California
– – -611 Closed
HCMT
838
Highland Capital Management (Tennessee)
Tennessee
– – -554 Closed
SF
839
Summit Financial
New Jersey
– – -551 Closed
FFO
840
Fiduciary Family Office
Florida
– – -551 Closed
OIA
841
OneDigital Investment Advisors
Kansas
– – -523 Closed
VA
842
VestGen Advisors
Illinois
– – -518 Closed
SI
843
Sava Infond
Slovenia
– – -515 Closed
FIM
844
Freedom Investment Management
Connecticut
– – -504 Closed
TW
845
TritonPoint Wealth
Maryland
– – -461 Closed
HSA
846
HBK Sorce Advisory
Pennsylvania
– – -458 Closed
TFA
847
Trinity Financial Advisors
Ohio
– – -452 Closed
VFA
848
Voya Financial Advisors
Connecticut
– – -451 Closed
Wealthfront Advisers
849
Wealthfront Advisers
California
– – -445 Closed
JFG
850
Jefferies Financial Group
New York
– – -445 Closed
32 33
34
35 36