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Ferguson

926 hedge funds and large institutions have $42.4B invested in Ferguson in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 368 increasing their positions, 299 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 94

23% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 299

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

5% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.17B)

2% more funds holding

Funds holding: 906926 (+20)

1.14% more ownership

Funds ownership: 92.58%93.72% (+1.1%)

4% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $64.2M

Holders
926
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
131
Increased
368
Reduced
299
Closed
94
Calls
$61.4M
Puts
$64.2M
Net Calls
-$2.78M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
601
Outlook Wealth Advisors
Texas
$451K -$13.9K -57 -3%
CIS
602
Custom Index Systems
New York
$447K +$20.2K +83 +5%
OCA
603
OpenArc Corporate Advisory
Georgia
$442K +$122K +502 +36%
OIS
604
OneAscent Investment Solutions
Alabama
$442K -$16.5K -68 -3%
BHC
605
Bull Harbor Capital
Maryland
$434K +$453K +1,861 New
VFA
606
Voya Financial Advisors
Connecticut
$433K +$469K +1,926 New
ST
607
Smithfield Trust
Pennsylvania
$425K +$35K +144 +9%
CI
608
Cigna Investments
Connecticut
$424K -$17.5K -72 -4%
RCM
609
Raleigh Capital Management
North Carolina
$424K +$23.1K +95 +6%
GFA
610
Gallagher Fiduciary Advisors
Illinois
$415K +$5.35K +22 +1%
MAS
611
Meeder Advisory Services
Ohio
$413K -$101K -415 -19%
TCPW
612
Twin City Private Wealth
North Carolina
$413K +$429K +1,764 New
PWM
613
Perigon Wealth Management
California
$411K +$61.3K +252 +17%
CPIG
614
Chicago Partners Investment Group
Illinois
$409K -$9.73K -40 -3%
ITFISA
615
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$408K
BCAM
616
Boston Common Asset Management
Massachusetts
$408K -$316K -1,297 -43%
SAM
617
Smartleaf Asset Management
Massachusetts
$407K +$112K +459 +34%
PWP
618
Perfromance Wealth Partners
Illinois
$407K +$3.65K +15 +0.9%
MCM
619
Massar Capital Management
Connecticut
$405K
RFC
620
Regions Financial Corp
Alabama
$404K -$297K -1,221 -41%
S
621
Storgate
Texas
$404K +$57.9K +238 +16%
AIM
622
Advyzon Investment Management
Illinois
$400K +$37K +152 +10%
CT
623
Colonial Trust
South Carolina
$399K
TRCT
624
Tower Research Capital (TRC)
New York
$393K -$1.95K -8 -0.5%
PA
625
Parallel Advisors
California
$380K +$34.6K +142 +10%