Watsco Inc
WSO
840 hedge funds and large institutions have $18B invested in Watsco Inc in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 330 increasing their positions, 285 reducing their positions, and 61 closing their positions.
202% more call options, than puts
Call options by funds: $45.3M | Put options by funds: $15M
52% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 61
16% more repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 285
6% more capital invested
Capital invested by funds: $16.9B → $18B (+$1.06B)
2% more funds holding
Funds holding: 820 → 840 (+20)
0.4% more ownership
Funds ownership: 101.3% → 101.69% (+0.4%)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$165M |
| 2 |
Goldman Sachs
New York
|
+$89.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$63.8M |
| 4 |
Squarepoint
New York
|
+$58.3M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$52.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$53.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.5M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$38.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$38.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.3M |
WSO Hedge Fund Activity: Q1 2025 in Review
840 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2025, worth a combined $18B — up 6.3% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new WSO positions and 61 closed out — a net gain of 32 holders — while 330 added to existing stakes and 285 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $165M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $53.8M.
- 840 institutional investors held Watsco Inc (WSO) as of Q1 2025, up from 820 in Q4 2024.
- Funds reported $18B of Watsco Inc stock for Q1 2025, up 6.3% quarter-over-quarter.
- 93 funds opened new Watsco Inc positions in Q1 2025 and 61 closed out, a net change of +32 holders.
- The largest Watsco Inc buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $165M added.
- The largest Watsco Inc seller in Q1 2025 was Mitsubishi UFJ Trust & Banking, an estimated $53.8M sold.
Based on aggregated 13F filings for Q1 2025.