Watsco Inc
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$126M |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$38.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$37.2M |
| 4 |
TC
TwinBeech Capital
Purchase,
New York
|
+$26.6M |
| 5 |
Jane Street
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
JP Morgan Chase
New York
|
-$71M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$61.3M |
| 4 |
Goldman Sachs
New York
|
-$57.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.8M |
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.