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Watsco
WSO

Overview Fund Activity

794 hedge funds and large institutions have $15.3B invested in Watsco in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 279 increasing their positions, 300 reducing their positions, and 100 closing their positions.

Holders
794
Holders Change
-37
Holders Change %
-4.45%
% of All Funds
10.66%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
76
Increased
279
Reduced
300
Closed
100
Calls
$29.1M
Puts
$19.5M
Net Calls
+$9.55M
Net Calls Change
-$20.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$120M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$131M
3
DCM
3
Donaldson Capital Management
Indiana
$37.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$40M
5
TC
5
TwinBeech Capital
New York
$25.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$13M +$881K +1,994 +7%
LPL Financial
127
LPL Financial
California
$12.6M +$60.9K +138 +0.5%
BDLIB
128
Banque de Luxembourg Investments (BLI)
Luxembourg
$12.3M -$785K -1,800 -6%
VIP
129
Vantage Investment Partners
Missouri
$12.1M – – –
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$11.9M – – –
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$11.7M +$4.83M +10,931 +70%
PMIA
132
Patrick Mauro Investment Advisor
Illinois
$11.4M +$822K +1,947 +8%
Aviva
133
Aviva
United Kingdom
$11.3M +$10.8M +24,494 +2,043%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$11.3M +$1.25M +2,840 +12%
SWP
135
Stratos Wealth Partners
Ohio
$11M +$419K +948 +4%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$11M -$4.08M -9,240 -27%
HA
137
Heartland Advisors
Wisconsin
$10.7M +$2.06M +4,673 +24%
PFS
138
Prospera Financial Services
Texas
$10.7M +$10.3M +23,273 +2,549%
COA
139
Crown Oak Advisors
California
$10.6M -$199K -450 -2%
Voloridge Investment Management
140
Voloridge Investment Management
Florida
$10.5M +$6.43M +14,568 +158%
MFWM
141
Motley Fool Wealth Management
Virginia
$10.2M -$1.19M -2,689 -10%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$9.99M +$9.99M +22,612 New
OAM
143
Oppenheimer Asset Management
New York
$9.65M -$235K -531 -2%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$9.59M +$447K +1,013 +5%
QT
145
Quantbot Technologies
New York
$9.57M +$8.06M +18,245 +534%
BWS
146
Buck Wealth Strategies
Colorado
$9.47M +$1.02M +2,308 +12%
Victory Capital Management
147
Victory Capital Management
Texas
$9.39M -$1.18M -2,664 -11%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M -$124K -280 -1%
BMSSC
149
B. Metzler seel. Sohn & Co
Germany
$9.23M +$861K +1,950 +10%
DDC
150
DF Dent & Co
Maryland
$9.05M +$823K +1,863 +10%
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6
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