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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
SWM
626
Spire Wealth Management
Virginia
$299K
SAI
627
Savvy Advisors Inc
New York
$297K
MFA
628
Mayflower Financial Advisors
Massachusetts
$296K
LI
629
LifeWealth Investments
Florida
$296K
CPSC
630
Carl P. Sherr & Co
Massachusetts
$295K
NWAG
631
Net Worth Advisory Group
Utah
$295K
FGWP
632
Founders Grove Wealth Partners
Virginia
$292K
RCAG
633
Rehmann Capital Advisory Group
Michigan
$290K
TC
634
TwinBeech Capital
New York
$289K
CAM
635
Cidel Asset Management
Ontario, Canada
$288K
SCA
636
Scott Capital Advisors
Oregon
$287K
Jones Financial Companies
637
Jones Financial Companies
Missouri
$286K
OWM
638
OneAscent Wealth Management
Alabama
$281K
KAS
639
Kestra Advisory Services
Texas
$278K
PAM
640
Panagora Asset Management
Massachusetts
$275K
BP
641
Ballentine Partners
Massachusetts
$271K
BW
642
Blalock Williams
Alabama
$270K
HCA
643
Hyperion Capital Advisors
New York
$269K
CIA
644
Caerus Investment Advisors
Texas
$268K
LAM
645
Longboard Asset Management
Arizona
$266K
EI
646
Ellevest Inc
New York
$266K
CPA
647
Cardiff Park Advisors
California
$265K
TWP
648
Triad Wealth Partners
Kansas
$261K
WIA
649
World Investment Advisors
California
$261K
SB
650
Strategic Blueprint
Georgia
$261K