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Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
551
Freestone Capital Holdings
Washington
$265K -$58.2K -293 -16%
CWR
552
Chico Wealth RIA
California
$262K +$2.38K +12 +0.8%
PA
553
Pinnacle Associates
New York
$261K +$299K +1,505 New
GS
554
GTS Securities
New York
$259K -$139K -698 -32%
BAM
555
Berkshire Asset Management
Pennsylvania
$252K +$277K +1,395 New
PAG
556
Private Advisor Group
New Jersey
$250K -$14.9K -75 -5%
VWM
557
Venturi Wealth Management
Texas
$249K +$22K +111 +8%
DWA
558
Douglass Winthrop Advisors
New York
$246K
SWP
559
Sagespring Wealth Partners
Tennessee
$239K +$273K +1,376 New
OWM
560
OneAscent Wealth Management
Alabama
$237K -$165K -829 -38%
CFP
561
Curran Financial Partners
South Carolina
$235K
BRWA
562
B. Riley Wealth Advisors
Florida
$233K -$6.75K -34 -2%
BWP
563
BSW Wealth Partners
Colorado
$232K -$3.18K -16 -1%
AFG
564
Atomi Financial Group
New York
$230K +$59.6K +300 +29%
FGWP
565
Founders Grove Wealth Partners
Virginia
$230K +$263K +1,323 New
GL
566
Graypoint LLC
New York
$229K +$10.1K +51 +4%
PSP
567
Principal Street Partners
Tennessee
$229K +$21.4K +108 +9%
ONB
568
Old National Bancorp
Indiana
$228K +$8.34K +42 +3%
FWIA
569
Fort Washington Investment Advisors
Ohio
$226K +$258K +1,301 New
SQA
570
Simon Quick Advisors
New Jersey
$222K +$28.4K +143 +13%
FFM
571
Forum Financial Management
Illinois
$221K +$6.95K +35 +3%
GFA
572
Gallagher Fiduciary Advisors
Illinois
$220K +$10.7K +54 +4%
WMA
573
West Michigan Advisors
Michigan
$219K -$17.1K -86 -6%
SC
574
Steph & Co
Wisconsin
$219K +$251K +1,263 New
WFI
575
West Family Investments
California
$217K -$1.59K -8 -0.6%

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.