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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 %
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$30.9M 67,772 +7,197 +12%
BFS
77
Baskin Financial Services
Ontario, Canada
$30.6M 69,344 +1,803 +3%
Invesco
78
Invesco
Georgia
$30.6M 69,235 -40,498 -37%
Sumitomo Mitsui Trust Group
79
Sumitomo Mitsui Trust Group
Japan
$30.1M 68,227 +7 +0%
NL
80
Nuveen LLC
North Carolina
$29.2M 66,183 -14,906 -18%
CAI
81
Capital Advisors Inc
Oklahoma
$26.7M 60,546 +637 +1%
Macquarie Group
82
Macquarie Group
Australia
$26.5M 59,968 +6,261 +12%
Deutsche Bank
83
Deutsche Bank
Germany
$25.9M 58,580 +3,189 +6%
TC
84
TwinBeech Capital
New York
$25.3M 57,321 +57,321 New
Holocene Advisors
85
Holocene Advisors
New York
$24.9M 56,486 +50,507 +845%
EAM
86
EULAV Asset Management
Florida
$24.7M 55,900 – –
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$24.4M 55,226 +3,395 +7%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$24.2M 54,785 +247 +0.5%
PM
89
Pembroke Management
Quebec, Canada
$23.6M 53,357 +18,196 +52%
Nordea Investment Management
90
Nordea Investment Management
Sweden
$23.3M 53,103 -1,514 -3%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$22.9M 51,774 +51,774 New
SEI Investments
92
SEI Investments
Pennsylvania
$22.3M 50,442 +3,068 +6%
Amundi
93
Amundi
France
$22M 48,118 +21,770 +83%
WorldQuant Millennium Advisors
94
WorldQuant Millennium Advisors
New York
$21.9M 49,538 -3,742 -7%
Renaissance Technologies
95
Renaissance Technologies
New York
$21.5M 48,700 +10,700 +28%
AllianceBernstein
96
AllianceBernstein
Tennessee
$21.4M 48,348 -644 -1%
AQR Capital Management
97
AQR Capital Management
Connecticut
$19.9M 45,655 +13,438 +42%
California Public Employees Retirement System
98
California Public Employees Retirement System
California
$19.5M 44,165 -10,451 -19%
T. Rowe Price Investment Management
99
T. Rowe Price Investment Management
Maryland
$19M 42,935 -10,708 -20%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$17.8M 40,198 -536 -1%
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4
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