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Ferguson
FERG

Overview Fund Activity

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

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$486M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$389M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$277M
4
Franklin Resources
Franklin Resources
California
+$262M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$275M
3
Invesco
Invesco
Georgia
-$245M
4
Marshall Wace
Marshall Wace
United Kingdom
-$152M
5
DCP
Durable Capital Partners
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
576
Boston Family Office
Massachusetts
$268K +$268K +1,230 New
DWM
577
Dynasty Wealth Management
Florida
$268K -$107K -493 -29%
PAM
578
Panagora Asset Management
Massachusetts
$267K -$45.1K -207 -14%
MBTD
579
Mechanics Bank - Trust Department
California
$265K +$265K +1,218 New
RCM
580
Raleigh Capital Management
North Carolina
$263K +$263K +1,207 New
KCP
581
Kera Capital Partners
California
$262K +$262K +1,204 New
HCA
582
Hyperion Capital Advisors
New York
$261K -$272K -1,250 -51%
BP
583
Ballentine Partners
Massachusetts
$261K +$261K +1,197 New
CPIG
584
Chicago Partners Investment Group
Illinois
$260K +$260K +1,143 New
AWM
585
Accurate Wealth Management
Florida
$260K +$260K +1,159 New
SCP
586
Sivia Capital Partners
California
$257K +$257K +1,180 New
FFA
587
Farther Finance Advisors
California
$255K +$154K +706 +151%
OWM
588
OneAscent Wealth Management
Alabama
$255K -$31.7K -146 -11%
JWCA
589
J.W. Cole Advisors
Florida
$253K +$253K +1,160 New
ONB
590
Old National Bancorp
Indiana
$249K +$249K +1,143 New
SAM
591
Seelaus Asset Management
New Jersey
$248K +$248K +1,141 New
MGIA
592
Moneta Group Investment Advisors
Missouri
$248K +$248K +1,140 New
OFS
593
OneAscent Financial Services
Alabama
$245K -$76.5K -349 -24%
OL
594
Optas LLC
Texas
$242K +$242K +1,112 New
GL
595
Graypoint LLC
New York
$242K +$242K +1,110 New
CIC
596
Carnegie Investment Counsel
Ohio
$241K +$241K +1,105 New
MIM
597
Meixler Investment Management
Arizona
$239K +$239K +1,097 New
LI
598
LifeWealth Investments
Florida
$239K +$239K +1,096 New
AWA
599
Arkadios Wealth Advisors
Georgia
$238K +$238K +1,094 New
VFA
600
Values First Advisors
Tennessee
$237K -$84.5K -388 -26%
22 23
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