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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.

New
Increased
Maintained
Reduced
Closed
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 %
Truist Financial
151
Truist Financial
North Carolina
$8.83M -$384K -870 -4%
KIC
152
Kensington Investment Counsel
California
$8.61M +$150K +339 +2%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$8.52M -$192K -435 -2%
MGWM
154
Marks Group Wealth Management
Minnesota
$8.34M +$412K +934 +5%
VCM
155
Vision Capital Management
Oregon
$8.32M +$441K +998 +6%
MIM
156
MetLife Investment Management
New Jersey
$8.3M -$244K -553 -3%
American Century Companies
157
American Century Companies
Missouri
$8.26M +$1.24M +2,803 +18%
AIM
158
Anchor Investment Management
South Carolina
$8.07M – – –
ACM
159
Advisors Capital Management
New Jersey
$7.97M +$655K +1,483 +9%
AIM
160
Arcadia Investment Management
Michigan
$7.79M -$110K -250 -1%
New York State Common Retirement Fund
161
New York State Common Retirement Fund
New York
$7.75M -$44.2K -100 -0.6%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$7.68M -$40.6K -92 -0.5%
MOACM
163
Mutual of America Capital Management
New York
$7.66M -$255K -577 -3%
IIM
164
Ipswich Investment Management
Massachusetts
$7.61M -$281K -637 -4%
GAM
165
Gotham Asset Management
New York
$7.59M -$11M -24,864 -59%
RAM
166
Redmond Asset Management
Virginia
$7.52M +$316K +716 +4%
Marshall Wace
167
Marshall Wace
United Kingdom
$7.52M -$27.3M -61,890 -78%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$7.31M +$99.7K +218 +1%
Nomura Asset Management
169
Nomura Asset Management
Japan
$7.28M +$308K +698 +4%
AFA
170
Abacus FCF Advisors
Florida
$7.27M +$4.66M +10,557 +179%
FNBT
171
FineMark National Bank & Trust
Florida
$7.19M +$31.4K +71 +0.4%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$7.18M +$193K +437 +3%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$7.1M – – –
AB
174
Amalgamated Bank
New York
$7.09M -$105K -238 -1%
TBA
175
Tower Bridge Advisors
Pennsylvania
$7.09M -$301K -682 -4%
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7
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