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Ferguson

926 hedge funds and large institutions have $42.4B invested in Ferguson in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 368 increasing their positions, 299 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 94

23% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 299

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

5% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.17B)

2% more funds holding

Funds holding: 906926 (+20)

1.14% more ownership

Funds ownership: 92.58%93.72% (+1.1%)

4% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $64.2M

Holders
926
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
131
Increased
368
Reduced
299
Closed
94
Calls
$61.4M
Puts
$64.2M
Net Calls
-$2.78M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WDC
526
Woodward Diversified Capital
California
$733K +$14.1K +58 +2%
FPAS
527
Focus Partners Advisor Solutions
Missouri
$732K -$147K -606 -16%
AWM
528
Accurate Wealth Management
Florida
$725K +$74K +304 +12%
LS
529
Livforsakringsbolaget Skandia
Sweden
$724K -$1.6M -6,576 -68%
SIA
530
SkyView Investment Advisors
New Jersey
$721K +$4.87K +20 +0.7%
FPWM
531
FSB Premier Wealth Management
Iowa
$720K +$751K +3,087 New
GC
532
Gilbert & Cook
Iowa
$716K +$13.9K +57 +2%
CG
533
Caprock Group
Idaho
$705K -$118K -483 -14%
BOM
534
Bank of Marin
California
$704K -$7.79K -32 -1%
AG
535
AlTi Global
New York
$700K +$730K +3,000 New
GF
536
Gabelli Funds
New York
$700K -$48.7K -200 -6%
CGIM
537
Cannon Global Investment Management
Florida
$700K +$730K +3,000 New
NAMI
538
Nomura Asset Management International
Pennsylvania
$695K +$483K +1,983 +199%
LWAM
539
Legacy Wealth Asset Management
Minnesota
$677K +$706K +2,901 New
MWM
540
Mission Wealth Management
California
$675K -$6.08K -25 -0.9%
MG
541
Mather Group
Illinois
$675K
AV
542
Alamea Verwaltungs
New Jersey
$665K +$200K +820 +40%
AFG
543
Atomi Financial Group
New York
$665K -$17K -70 -2%
CCS
544
Concentric Capital Strategies
Connecticut
$663K -$1.49M -6,107 -68%
FA
545
FDx Advisors
Illinois
$662K +$691K +2,838 New
SFFS
546
Stonehage Fleming Financial Services
Jersey
$659K -$26.8K -110 -4%
MOS
547
MGO One Seven
Ohio
$658K +$686K +2,819 New
AFCM
548
Applied Finance Capital Management
Puerto Rico
$649K +$677K +2,783 New
DO
549
denkapparat Operations
Germany
$644K +$336K +1,380 +100%
NB
550
Nicolet Bankshares
Wisconsin
$635K +$647K +2,657 New