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Ferguson

774 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, 289 increasing their positions, 258 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more funds holding

Funds holding: 704774 (+70)

2.9% more ownership

Funds ownership: 89.55%92.46% (+2.9%)

5% less call options, than puts

Call options by funds: $83.4M | Put options by funds: $88.2M

Holders
774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83.4M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
576
Boston Family Office
Massachusetts
$268K
DWM
577
Dynasty Wealth Management
Florida
$268K
PAM
578
Panagora Asset Management
Massachusetts
$267K
MBTD
579
Mechanics Bank - Trust Department
California
$265K
RCM
580
Raleigh Capital Management
North Carolina
$263K
KCP
581
Kera Capital Partners
California
$262K
HCA
582
Hyperion Capital Advisors
New York
$261K
BP
583
Ballentine Partners
Massachusetts
$261K
CPIG
584
Chicago Partners Investment Group
Illinois
$260K
AWM
585
Accurate Wealth Management
Florida
$260K
SCP
586
Sivia Capital Partners
California
$257K
FFA
587
Farther Finance Advisors
California
$255K
OWM
588
OneAscent Wealth Management
Alabama
$255K
JWCA
589
J.W. Cole Advisors
Florida
$253K
ONB
590
Old National Bancorp
Indiana
$249K
SAM
591
Seelaus Asset Management
New Jersey
$248K
MGIA
592
Moneta Group Investment Advisors
Missouri
$248K
OFS
593
OneAscent Financial Services
Alabama
$245K
OL
594
Optas LLC
Texas
$242K
GL
595
Graypoint LLC
New York
$242K
CIC
596
Carnegie Investment Counsel
Ohio
$241K
MIM
597
Meixler Investment Management
Arizona
$239K
LI
598
LifeWealth Investments
Florida
$239K
AWA
599
Arkadios Wealth Advisors
Georgia
$238K
VFA
600
Values First Advisors
Tennessee
$237K