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Ferguson

867 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 316 increasing their positions, 290 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $39.6B → $39.9B (+$257M)

2.29% less ownership

Funds ownership: 92.49%90.2% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
867
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
576
J.W. Cole Advisors
Florida
$422K
NA
577
NewEdge Advisors
Louisiana
$420K
PS
578
Principal Securities
Iowa
$413K
TPW
579
Transatlantique Private Wealth
New York
$413K
FGP
580
Freestone Grove Partners
California
$409K
MAS
581
Meeder Advisory Services
Ohio
$401K
CT
582
Colonial Trust
South Carolina
$399K
BEI
583
Benjamin Edwards Inc
Missouri
$395K
ITFISA
584
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$393K
SOW
585
State of Wyoming
Wyoming
$393K
BHWA
586
Beacon Harbor Wealth Advisors
Virginia
$392K
PWP
587
Perfromance Wealth Partners
Illinois
$389K
TWC
588
TD Waterhouse Canada
Ontario, Canada
$387K
LF
589
Lansforsakringar Fondforvaltning
Sweden
$383K
ST
590
Sageworth Trust
Pennsylvania
$382K
GWMR
591
GC Wealth Management RIA
Massachusetts
$377K
FFA
592
Farther Finance Advisors
California
$377K
SIM
593
Stratos Investment Management
Ohio
$372K
PWM
594
Perigon Wealth Management
California
$371K
VCA
595
Verdence Capital Advisors
Maryland
$370K
GFA
596
Gallagher Fiduciary Advisors
Illinois
$370K
ST
597
Smithfield Trust
Pennsylvania
$369K
SCP
598
Sivia Capital Partners
California
$368K
BAM
599
Berkshire Asset Management
Pennsylvania
$364K
AWM
600
AE Wealth Management
Kansas
$362K