Watsco Inc
779 hedge funds and large institutions have $14.6B invested in Watsco Inc in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 301 reducing their positions, and 93 closing their positions.
3.94% more ownership
Funds ownership: 99.45% → 103.4% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $15.3B → $14.6B (-$726M)
3% less funds holding
Funds holding: 806 → 779 (-27)
13% less repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 301
18% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $28.8M
18% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$861M |
| 2 |
Two Sigma Investments
New York
|
+$73.4M |
| 3 |
Renaissance Technologies
New York
|
+$38.3M |
| 4 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
+$30.1M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$59.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$58.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$45M |
| 5 |
Jane Street
New York
|
-$37.8M |
WSO Hedge Fund Activity: Q3 2025 in Review
779 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2025, worth a combined $14.6B — down 4.7% from $15.3B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of WSO and 76 opened new positions — a net loss of 17 holders — while 301 trimmed existing stakes and 263 added.
The largest buyer was Capital International Investors, adding an estimated $861M. The largest seller was Barclays, cutting an estimated $59.6M.
- 779 institutional investors held Watsco Inc (WSO) as of Q3 2025, down from 806 in Q2 2025.
- Funds reported $14.6B of Watsco Inc stock for Q3 2025, down 4.7% quarter-over-quarter.
- 76 funds opened new Watsco Inc positions in Q3 2025 and 93 closed out, a net change of -17 holders.
- The largest Watsco Inc buyer in Q3 2025 was Capital International Investors, an estimated $861M added.
- The largest Watsco Inc seller in Q3 2025 was Barclays, an estimated $59.6M sold.
Based on aggregated 13F filings for Q3 2025.