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Ferguson

881 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 321 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $39.7B → $39.9B (+$259M)

2.29% less ownership

Funds ownership: 92.58%90.29% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
881
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
OWA
626
Outlook Wealth Advisors
Texas
$314K
PA
627
Parallel Advisors
California
$312K
SFC
628
SYM Financial Corp
Indiana
$311K
FSC
629
Full Sail Capital
Oklahoma
$311K
DO
630
denkapparat Operations
Germany
$310K
PA
631
Pinnacle Associates
New York
$303K
PSP
632
Principal Street Partners
Tennessee
$303K
VCM
633
Versant Capital Management
Arizona
$299K
SWM
634
Spire Wealth Management
Virginia
$299K
SAI
635
Savvy Advisors Inc
New York
$297K
MFA
636
Mayflower Financial Advisors
Massachusetts
$296K
CPSC
637
Carl P. Sherr & Co
Massachusetts
$295K
NWAG
638
Net Worth Advisory Group
Utah
$295K
FGWP
639
Founders Grove Wealth Partners
Virginia
$292K
RCAG
640
Rehmann Capital Advisory Group
Michigan
$290K
TC
641
TwinBeech Capital
New York
$289K
CAM
642
Cidel Asset Management
Ontario, Canada
$288K
SCA
643
Scott Capital Advisors
Oregon
$287K
Jones Financial Companies
644
Jones Financial Companies
Missouri
$286K
OWM
645
OneAscent Wealth Management
Alabama
$281K
KAS
646
Kestra Advisory Services
Texas
$278K
PAM
647
Panagora Asset Management
Massachusetts
$275K
BP
648
Ballentine Partners
Massachusetts
$271K
BW
649
Blalock Williams
Alabama
$270K
HCA
650
Hyperion Capital Advisors
New York
$269K