WATERS CORP (WAT) — Hedge Fund Ownership Q1 2026
WAT
- WATERS CORP (WAT) is held by 8 of 82 tracked hedge funds, with Fundsmith (7%) and AKO Capital (5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New positions in WAT stock were initiated by First Pacific Advisors (1%), and Viking Global Investors (1%).
- The biggest increases in WAT holdings came from AKO Capital (+8%) and Jensen Investment Management (+0.1%), highlighting conviction.
- The biggest decreases in WAT holdings came from Fundsmith (-10%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to WATERS CORP (WAT) by -6% vs the prior quarter and -10% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Fundsmith
|
7.46% | 3.2M | -9.72% | -11.10% | $956.6M | $297.80 | — |
| 2 |
AKO Capital
|
4.76% | 817K | +8.42% | -7.92% | $243.3M | $297.80 | — |
| 3 |
First Pacific Advisors Steven Romick
|
1.14% | 267K | NEW | — | $79.7M | $297.80 | — |
| 4 |
Viking Global Investors Andreas Halvorsen
|
1.05% | 1.3M | NEW | — | $374.2M | $297.80 | — |
| 5 |
First Eagle Investment Management
|
0.80% | 1.6M | NEW | — | $469.1M | $297.80 | — |
| 6 |
Olstein Capital Management Robert Olstein
|
0.65% | 10K | NEW | — | $3.0M | $297.80 | — |
| 7 |
Jensen Investment Management
|
0.23% | 39K | +0.08% | -12.56% | $11.5M | $297.80 | — |
| 8 |
Mairs & Power
|
0.00% | 958 | NEW | — | $285,590 | $298.11 | — |
| 8 | Total | — | 7.2M | -6.49% | -10.50% | $2.14B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.