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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 %
MFAM
101
Motley Fool Asset Management
Virginia
$17.6M 39,893 -5,282 -12%
DS
102
Dudley & Shanley
Florida
$17.6M 39,833 +14,405 +57%
LG
103
LaFleur & Godfrey
Michigan
$17.4M 39,378 +1,122 +3%
AAF
104
Andra AP-fonden
Sweden
$17.3M 39,200 +37,620 +2,381%
BST
105
Bath Savings Trust
Maine
$17.3M 39,191 -123 -0.3%
GWI
106
Grace & White Inc
New York
$17.3M 39,080 -50 -0.1%
Ameriprise
107
Ameriprise
Minnesota
$17.2M 38,981 -300 -0.8%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$16.8M 38,869 +39 +0.1%
WT
109
Washington Trust
Rhode Island
$16.6M 37,563 -603 -2%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$16.5M 37,441 +1,298 +4%
Jennison Associates
111
Jennison Associates
New York
$16.2M 36,771 -12,106 -25%
ROC
112
Running Oak Capital
Minnesota
$16.1M 36,391 +4,576 +14%
New York State Teachers Retirement System (NYSTRS)
113
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M 35,411 – –
Comerica Bank
114
Comerica Bank
Texas
$15.1M 34,233 +29 +0.1%
CIC
115
Carnegie Investment Counsel
Ohio
$15M 33,933 +162 +0.5%
LWCFA
116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.9M 33,687 -110 -0.3%
CIA
117
Covington Investment Advisors
Pennsylvania
$14.6M 33,007 +787 +2%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$14.5M 32,842 -1,386 -4%
WDA
119
Wendell David Associates
New Hampshire
$14.2M 32,073 -15 -0%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$14M 31,761 +3,191 +11%
Franklin Resources
121
Franklin Resources
California
$14M 31,681 -21,390 -40%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$13.9M 31,956 +19,136 +149%
SMDAM
123
Sumitomo Mitsui DS Asset Management
Japan
$13.9M 31,465 +9,835 +45%
EGM
124
Engineers Gate Manager
New York
$13.8M 31,309 +30,595 +4,285%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$13.6M 30,809 -19,779 -39%
3 4
5
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