Watsco Inc

WSO

Market cap $14.8B

WSO Hedge Fund Activity: Q1 2026 in Review

767 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2026, worth a combined $13.9B — up 9.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new WSO positions and 84 closed out — a net gain of 16 holders — while 286 added to existing stakes and 241 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $736M. The largest seller was Capital International Investors, cutting an estimated $452M.

• 767 institutional investors held Watsco Inc (WSO) as of Q1 2026, up from 766 in Q4 2025.
• Funds reported $13.9B of Watsco Inc stock for Q1 2026, up 9.9% quarter-over-quarter.
• 100 funds opened new Watsco Inc positions in Q1 2026 and 84 closed out, a net change of +16 holders.
• The largest Watsco Inc buyer in Q1 2026 was Capital Research Global Investors, an estimated $736M added.
• The largest Watsco Inc seller in Q1 2026 was Capital International Investors, an estimated $452M sold.

Based on aggregated 13F filings for Q1 2026.