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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
ACM
626
Andina Capital Management
Utah
$377K +$393K +1,615 New
AWA
627
Aaron Wealth Advisors
Illinois
$373K -$51.3K -211 -12%
SC
628
Savant Capital
Illinois
$372K +$128K +526 +49%
BWP
629
BSW Wealth Partners
Colorado
$371K -$8.76K -36 -2%
VCA
630
Verdence Capital Advisors
Maryland
$368K
PCG
631
Prosperity Consulting Group
Maryland
$366K +$36K +148 +10%
BWA
632
Basecamp Wealth Advisors
Washington
$365K -$13.4K -55 -3%
OP
633
Oslo Pensjonsforsikring
$365K +$380K +1,563 New
RCAG
634
Rehmann Capital Advisory Group
Michigan
$364K +$39.9K +164 +12%
BHWA
635
Beacon Harbor Wealth Advisors
Virginia
$360K
OF
636
Optimize Financial
California
$356K +$371K +1,525 New
JWCA
637
J.W. Cole Advisors
Florida
$352K +$15.6K +64 +4%
DMBA
638
Deseret Mutual Benefit Administrators
Utah
$352K +$149K +612 +68%
SP
639
Saranac Partners
$349K -$45K -185 -11%
CAM
640
Cidel Asset Management
Ontario, Canada
$346K +$48.9K +201 +16%
KPWS
641
Kestra Private Wealth Services
Texas
$346K -$487 -2 -0.1%
Skandinaviska Enskilda Banken (SEB)
642
Skandinaviska Enskilda Banken (SEB)
Sweden
$344K -$8.96M -36,824 -96%
PPWP
643
Premier Path Wealth Partners
New Jersey
$342K +$69.1K +284 +24%
DCM
644
DGS Capital Management
New Jersey
$339K +$61.1K +251 +21%
AWM
645
AE Wealth Management
Kansas
$339K +$27.3K +112 +8%
MWP
646
Meriwether Wealth & Planning
Louisiana
$337K +$352K +1,445 New
ONB
647
Old National Bancorp
Indiana
$337K +$18.3K +75 +5%
Empower Advisory Group
648
Empower Advisory Group
Colorado
$336K +$351K +1,441 New
BW
649
Blalock Williams
Alabama
$334K +$10.7K +44 +3%
SOW
650
State of Wyoming
Wyoming
$334K +$71.3K +293 +26%