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Ferguson

772 hedge funds and large institutions have $39.6B invested in Ferguson in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 288 increasing their positions, 258 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+69
Holders Change %
+9.82%
% of All Funds
10.35%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
164
Increased
288
Reduced
258
Closed
84
Calls
$83.4M
Puts
$88.2M
Net Calls
-$4.79M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
HBS
551
Howard Bailey Securities
Indiana
$327K +$327K +1,500 New
XWM
552
Xcel Wealth Management
Florida
$325K -$3.7K -17 -1%
Jones Financial Companies
553
Jones Financial Companies
Missouri
$325K +$41.4K +190 +15%
SWM
554
Spire Wealth Management
Virginia
$324K -$94K -432 -22%
BAM
555
Berkshire Asset Management
Pennsylvania
$310K +$20.3K +93 +7%
CPSC
556
Carl P. Sherr & Co
Massachusetts
$309K -$503K -2,310 -62%
SPA
557
Sherbrooke Park Advisers
New York
$309K +$309K +1,419 New
PA
558
Parallel Advisors
California
$304K +$61.2K +281 +25%
AWM
559
AE Wealth Management
Kansas
$300K +$300K +1,377 New
FGWP
560
Founders Grove Wealth Partners
Virginia
$297K +$8.71K +40 +3%
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$296K +$296K +1,358 New
SFC
562
SYM Financial Corp
Indiana
$295K +$295K +1,355 New
CFP
563
Curran Financial Partners
South Carolina
$295K
ST
564
Smithfield Trust
Pennsylvania
$291K +$9.98K +46 +4%
RCAG
565
Rehmann Capital Advisory Group
Michigan
$283K +$283K +1,300 New
TFIPS
566
Towarzystwo Funduszy Inwestycyjnych PZU SA
$283K +$28.3K +130 +11%
KAS
567
Kestra Advisory Services
Texas
$281K +$281K +1,289 New
CAM
568
Cidel Asset Management
Ontario, Canada
$280K
ET
569
Equitable Trust
Tennessee
$274K -$1.52K -7 -0.6%
SC
570
Syon Capital
California
$274K +$274K +1,259 New
NWAG
571
Net Worth Advisory Group
Utah
$274K +$274K +1,258 New
SCA
572
Scott Capital Advisors
Oregon
$274K -$111K -495 -29%
BWP
573
BSW Wealth Partners
Colorado
$273K +$273K +1,254 New
IP
574
Isthmus Partners
Wisconsin
$272K +$272K +1,248 New
NAM
575
NorthCrest Asset Manangement
Minnesota
$270K +$270K +1,208 New