Watsco Inc
766 hedge funds and large institutions have $12.6B invested in Watsco Inc in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 322 reducing their positions, and 111 closing their positions.
170% more call options, than puts
Call options by funds: $44.1M | Put options by funds: $16.4M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3.72% more ownership
Funds ownership: 103.4% → 107.12% (+3.7%)
2% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 111
2% less funds holding
Funds holding: 779 → 766 (-13)
13% less capital invested
Capital invested by funds: $14.6B → $12.6B (-$1.97B)
30% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 322
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$842M |
| 2 |
Two Sigma Investments
New York
|
+$82.7M |
| 3 |
Morgan Stanley
New York
|
+$75.7M |
| 4 |
Two Sigma Advisers
New York
|
+$62.4M |
| 5 |
Renaissance Technologies
New York
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$370M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$71.4M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49.8M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$44.5M |
| 5 |
Holocene Advisors
New York
|
-$40.2M |
WSO Hedge Fund Activity: Q4 2025 in Review
766 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2025, worth a combined $12.6B — down 13% from $14.6B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of WSO and 109 opened new positions — a net loss of 2 holders — while 322 trimmed existing stakes and 227 added.
The largest buyer was Capital International Investors, adding an estimated $842M. The largest seller was Fidelity Investments, cutting an estimated $370M.
- 766 institutional investors held Watsco Inc (WSO) as of Q4 2025, down from 779 in Q3 2025.
- Funds reported $12.6B of Watsco Inc stock for Q4 2025, down 13% quarter-over-quarter.
- 109 funds opened new Watsco Inc positions in Q4 2025 and 111 closed out, a net change of -2 holders.
- The largest Watsco Inc buyer in Q4 2025 was Capital International Investors, an estimated $842M added.
- The largest Watsco Inc seller in Q4 2025 was Fidelity Investments, an estimated $370M sold.
Based on aggregated 13F filings for Q4 2025.