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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 %
EAM
601
Erste Asset Management
Austria
$236K +$236K +1,083 New
CWR
602
Chico Wealth RIA
California
$236K -$92.5K -425 -28%
SCM
603
Stevens Capital Management
Pennsylvania
$234K +$234K +1,075 New
AA
604
Alta Advisers
United Kingdom
$232K +$232K +1,067 New
AWA
605
Aaron Wealth Advisors
Illinois
$232K +$232K +1,065 New
MFA
606
Mayflower Financial Advisors
Massachusetts
$231K +$231K +1,060 New
AAM
607
Auxier Asset Management
Oregon
$229K +$229K +1,050 New
AAP
608
Arax Advisory Partners
Colorado
$229K +$211K +968 +1,180%
HWM
609
HB Wealth Management
Georgia
$228K +$228K +1,047 New
WDC
610
Woodward Diversified Capital
California
$226K +$226K +1,039 New
PCM
611
Penserra Capital Management
California
$224K +$22.7K +105 +11%
BEI
612
Benjamin Edwards Inc
Missouri
$223K +$223K +1,026 New
WCA
613
Whetstone Capital Advisors
Kansas
$221K +$221K +1,017 New
BJL
614
Brighton Jones LLC
Washington
$219K +$219K +1,005 New
DWA
615
Douglass Winthrop Advisors
New York
$218K +$218K +1,000 New
RCG
616
Ruane, Cunniff & Goldfarb
New York
$218K +$218K +1,000 New
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$217K +$10.5K +48 +5%
IAA
618
Independent Advisor Alliance
North Carolina
$216K +$216K +994 New
PFG
619
PAX Financial Group
Texas
$216K +$216K +991 New
ESB
620
Essex Savings Bank
Connecticut
$216K +$216K +990 New
FMLI
621
Fukoku Mutual Life Insurance
Japan
$210K +$210K +966 New
KCM
622
Kennedy Capital Management
Missouri
$207K +$207K +952 New
TWP
623
Triad Wealth Partners
Kansas
$207K +$207K +949 New
DWP
624
Daymark Wealth Partners
Ohio
$206K +$206K +948 New
LBC
625
Leigh Baldwin & Co
New York
$206K +$206K +947 New
23 24
25
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