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Ferguson

698 hedge funds and large institutions have $30.6B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 227 increasing their positions, 289 reducing their positions, and 106 closing their positions.

Holders
698
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.3%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
115
Increased
227
Reduced
289
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Market Value Shares Shares
Change
Shares
Change %
SWP
551
Sagespring Wealth Partners
Tennessee
$239K 1,376 +1,376 New
OWM
552
OneAscent Wealth Management
Alabama
$237K 1,365 -829 -38%
CFP
553
Curran Financial Partners
South Carolina
$235K 1,353
BRWA
554
B. Riley Wealth Advisors
Florida
$233K 1,334 -34 -2%
BWP
555
BSW Wealth Partners
Colorado
$232K 1,337 -16 -1%
AFG
556
Atomi Financial Group
New York
$230K 1,325 +300 +29%
FGWP
557
Founders Grove Wealth Partners
Virginia
$230K 1,323 +1,323 New
GL
558
Graypoint LLC
New York
$229K 1,320 +51 +4%
PSP
559
Principal Street Partners
Tennessee
$229K 1,320 +108 +9%
ONB
560
Old National Bancorp
Indiana
$228K 1,315 +42 +3%
FWIA
561
Fort Washington Investment Advisors
Ohio
$226K 1,301 +1,301 New
SQA
562
Simon Quick Advisors
New Jersey
$222K 1,276 +143 +13%
FFM
563
Forum Financial Management
Illinois
$221K 1,274 +35 +3%
GFA
564
Gallagher Fiduciary Advisors
Illinois
$220K 1,266 +54 +4%
WMA
565
West Michigan Advisors
Michigan
$219K 1,258 -86 -6%
SC
566
Steph & Co
Wisconsin
$219K 1,263 +1,263 New
WFI
567
West Family Investments
California
$217K 1,252 -8 -0.6%
HCA
568
Hyperion Capital Advisors
New York
$217K 1,250
IP
569
Isthmus Partners
Wisconsin
$217K 1,248
Polen Capital Management
570
Polen Capital Management
Florida
$215K 1,238 +1,238 New
FAIM
571
Financial Advocates Investment Management
Washington
$212K 1,224 +1,224 New
IWC
572
Integrated Wealth Concepts
Massachusetts
$211K 1,214 +74 +6%
EFS
573
Essex Financial Services
Connecticut
$209K 1,207 -147 -11%
CAM
574
Cidel Asset Management
Ontario, Canada
$209K 1,206
CF
575
Canoe Financial
Alberta, Canada
$209K 1,204 +999 +487%