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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
10.65%
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
Capital International Investors
California
$120M
2
Corient Private Wealth
Corient Private Wealth
Florida
$131M
3
DCM
Donaldson Capital Management
Indiana
$37.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40M
5
TC
TwinBeech Capital
New York
$25.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$152M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$277M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.67B +$21.6M +48,967 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.58B +$1.47M +3,324 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.37B -$130M -294,817 -9%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$677M -$11M -24,910 -2%
Charles Schwab
5
Charles Schwab
California
$656M +$13.9M +31,484 +2%
State Street
6
State Street
Massachusetts
$539M -$7.31M -16,561 -1%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$431M -$18.9M -42,756 -4%
William Blair & Company
8
William Blair & Company
Illinois
$356M -$3.56M -8,056 -1%
Capital World Investors
9
Capital World Investors
California
$280M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$277M -$58.2M -132,242 -17%
Morgan Stanley
11
Morgan Stanley
New York
$261M -$34.7M -78,604 -12%
MG
12
Markel Group
Virginia
$250M -$11.2M -25,331 -4%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$232M -$15.4M -34,795 -6%
Wells Fargo
14
Wells Fargo
California
$205M +$2.48M +5,609 +1%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$172M +$545K +1,234 +0.3%
Raymond James Financial
16
Raymond James Financial
Florida
$166M -$458K -1,038 -0.3%
HCM
17
Hamlin Capital Management
New York
$158M +$2.9M +6,566 +2%
Goldman Sachs
18
Goldman Sachs
New York
$152M -$54.8M -123,978 -26%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$152M -$67.6M -153,038 -31%
Northern Trust
20
Northern Trust
Illinois
$143M -$4.73M -10,710 -3%
DC
21
Davenport & Co
Virginia
$141M -$1.74M -3,962 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$139M -$5.72M -12,956 -4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$131M +$67.4M +152,662 +106%
BG
24
Bahl & Gaynor
Ohio
$123M -$5.43M -12,291 -4%
Capital International Investors
25
Capital International Investors
California
$120M +$120M +271,662 New
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