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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 %
NGA
176
Naples Global Advisors
Florida
$7.01M -$4.42K -10 -0.1%
AIM
177
Achmea Investment Management
Netherlands
$6.94M -$983K -2,227 -12%
UCFA
178
United Capital Financial Advisors
Texas
$6.75M -$76.8K -174 -1%
2
179
2Xideas
Switzerland
$6.62M +$687K +1,556 +12%
PGAM
180
Princeton Global Asset Management
New Jersey
$6.47M +$60.1K +136 +0.9%
CCM
181
Carderock Capital Management
Maryland
$6.4M +$282K +638 +5%
MCM
182
Marsico Capital Management
Colorado
$6.37M – – –
HighTower Advisors
183
HighTower Advisors
Illinois
$6.36M -$624K -1,414 -9%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$6.35M +$65.4K +148 +1%
SAM
185
Southernsun Asset Management
Tennessee
$6.33M +$31.4K +71 +0.5%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$6.07M -$4.32M -9,811 -42%
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.95M +$17.7K +40 +0.3%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$5.9M +$38K +86 +0.6%
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$5.88M -$1.52M -3,439 -21%
PFSRSONJ
190
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.85M +$342K +774 +6%
William Blair Investment Management
191
William Blair Investment Management
Illinois
$5.83M -$6.9M -15,635 -54%
HPIA
192
Hamilton Point Investment Advisors
North Carolina
$5.75M -$116K -262 -2%
MSV
193
MN Services Vermogensbeheer
Netherlands
$5.74M +$309K +700 +6%
Asset Management One
194
Asset Management One
Japan
$5.74M -$41.1K -93 -0.7%
NC
195
Nicholas Company
Wisconsin
$5.72M +$696K +1,575 +14%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$5.71M – – –
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$5.67M -$563K -1,275 -9%
BFS
198
Bradley Foster & Sargent
Connecticut
$5.61M -$13.6M -30,759 -71%
SSA
199
Schonfeld Strategic Advisors
New York
$5.57M -$7.85M -17,777 -58%
HF
200
HRT Financial
New York
$5.51M +$3.93M +8,900 +249%
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