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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 %
KK
201
KLP Kapitalforvaltning
Norway
$5.48M +$88.3K +200 +2%
YCM
202
Yousif Capital Management
Michigan
$5.36M -$89.2K -202 -2%
FT
203
Fiduciary Trust
Massachusetts
$5.31M -$127K -287 -2%
IIM
204
INTECH Investment Management
Florida
$5.25M +$1.44M +3,272 +38%
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
$5.19M -$4.9M -11,097 -49%
RAM
206
Resona Asset Management
Japan
$5.19M +$85.1K +193 +2%
TI
207
TrueMark Investments
Illinois
$5.14M +$5.14M +11,633 New
VAS
208
Vestmark Advisory Solutions
Massachusetts
$5.12M -$5.17M -11,706 -50%
US Bancorp
209
US Bancorp
Minnesota
$5.12M -$139K -315 -3%
P
210
&Partners
Tennessee
$5.05M +$662K +1,501 +15%
State of New Jersey Common Pension Fund D
211
State of New Jersey Common Pension Fund D
New Jersey
$5.04M – – –
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$4.95M -$57.9K -131 -1%
SC
213
SummitTX Capital
Texas
$4.87M +$3.52M +7,975 +260%
NW
214
NewEdge Wealth
Pennsylvania
$4.87M -$64.9K -156 -1%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$4.8M -$386K -875 -7%
VOYA Investment Management
216
VOYA Investment Management
Georgia
$4.75M -$2.41M -5,459 -34%
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.75M +$1.5M +3,407 +46%
BCM
218
Buckhead Capital Management
Georgia
$4.61M -$309K -700 -6%
GC
219
Guggenheim Capital
Illinois
$4.58M +$42.4K +96 +0.9%
Verition Fund Management
220
Verition Fund Management
Connecticut
$4.55M -$1.39M -3,157 -23%
AF
221
Alerus Financial
North Dakota
$4.53M -$340K -770 -7%
ASRS
222
Arizona State Retirement System
Arizona
$4.49M +$43.7K +99 +1%
PCG
223
Prosperity Consulting Group
Maryland
$4.49M -$205K -465 -4%
MFG
224
Monte Financial Group
Connecticut
$4.45M +$19.4K +44 +0.4%
OC
225
Oppenheimer & Co
New York
$4.4M -$55.6K -126 -1%
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9
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