Watsco Inc
770 hedge funds and large institutions have $13.9B invested in Watsco Inc in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 287 increasing their positions, 241 reducing their positions, and 85 closing their positions.
569.41% more ownership
Funds ownership: 107.12% → 676.52% (+569%)
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
19% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 241
18% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 85
10% more capital invested
Capital invested by funds: $12.6B → $13.9B (+$1.3B)
1% more funds holding
Funds holding: 766 → 770 (+4)
26% less call options, than puts
Call options by funds: $88.1M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$736M |
| 2 |
BlackRock
New York
|
+$157M |
| 3 |
Goldman Sachs
New York
|
+$99.2M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$85.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$68.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$452M |
| 2 |
Neuberger Berman Group
New York
|
-$97.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$85.1M |
| 4 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$55M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$41.3M |
WSO Hedge Fund Activity: Q1 2026 in Review
770 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2026, worth a combined $13.9B — up 10% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new WSO positions and 85 closed out — a net gain of 15 holders — while 287 added to existing stakes and 241 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $736M. The largest seller was Capital International Investors, cutting an estimated $452M.
- 770 institutional investors held Watsco Inc (WSO) as of Q1 2026, up from 766 in Q4 2025.
- Funds reported $13.9B of Watsco Inc stock for Q1 2026, up 10% quarter-over-quarter.
- 100 funds opened new Watsco Inc positions in Q1 2026 and 85 closed out, a net change of +15 holders.
- The largest Watsco Inc buyer in Q1 2026 was Capital Research Global Investors, an estimated $736M added.
- The largest Watsco Inc seller in Q1 2026 was Capital International Investors, an estimated $452M sold.
Based on aggregated 13F filings for Q1 2026.