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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 %
RB
851
Rodgers Brothers
Pennsylvania
– – -436 Closed
SI
852
Seeds Investor
New York
– – -425 Closed
SAG
853
SageView Advisory Group
California
– – -423 Closed
BTWM
854
Baker Tilly Wealth Management
Wisconsin
– – -423 Closed
SC
855
Scotia Capital
Ontario, Canada
– – -420 Closed
BWP
856
Baldwin Wealth Partners
Massachusetts
– – -407 Closed
LAM
857
Longboard Asset Management
Arizona
– – -405 Closed
PC
858
Promus Capital
Illinois
– – -402 Closed
EH
859
Equitable Holdings
New York
– – -402 Closed
IC
860
Iconiq Capital
California
– – -401 Closed
PIM
861
Penobscot Investment Management
Massachusetts
– – -400 Closed
EIP
862
Ellis Investment Partners
Pennsylvania
– – -399 Closed
SIG
863
Sargent Investment Group
Maryland
– – -398 Closed
CA
864
Continuum Advisory
Idaho
– – -303 Closed
MG
865
Mather Group
Illinois
– – -287 Closed
AF
866
Atala Financial
California
– – -103 Closed
HCP
867
Hexagon Capital Partners
Arkansas
– – -102 Closed
FIA
868
FNY Investment Advisers
New York
– – -100 Closed
CHC
869
City Holding Co
West Virginia
– – -57 Closed
GFPC
870
Global Financial Private Client
Florida
– – -53 Closed
PA
871
PSI Advisors
Florida
– – -50 Closed
CPBTD
872
Central Pacific Bank - Trust Division
Hawaii
– – -33 Closed
NC
873
NewSquare Capital
Pennsylvania
– – -32 Closed
OP
874
ORG Partners
Indiana
– – -22 Closed
ETS
875
ESL Trust Services
New York
– – -14 Closed
32 33 34
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