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Ferguson
FERG

714 hedge funds and large institutions have $29.1B invested in Ferguson in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 258 increasing their positions, 276 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

18% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 92

2.27% more ownership

Funds ownership: 88.36% → 90.63% (+2.3%)

1% more funds holding

Funds holding: 709 → 714 (+5)

7% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 276

7% less call options, than puts

Call options by funds: $75.9M | Put options by funds: $81.8M

5% less capital invested

Capital invested by funds: $30.7B → $29.1B (-$1.6B)

Holders
714
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
9.57%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.3%
New
109
Increased
258
Reduced
276
Closed
92
Calls
$75.9M
Puts
$81.8M
Net Calls
-$5.97M
Net Calls Change
-$14M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$625M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$363M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$304M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$261M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$202M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$252M
2
TP
Third Point
New York
-$208M
3
Millennium Management
Millennium Management
New York
-$198M
4
JP Morgan Chase
JP Morgan Chase
New York
-$198M
5
BlackRock
BlackRock
New York
-$189M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
651
Fortitude Family Office
Arizona
$8.65K – – –
TWD
652
True Wealth Design
Ohio
$8.45K +$3.47K +20 +61%
Fifth Third Bancorp
653
Fifth Third Bancorp
Ohio
$8.33K -$19.2K -111 -68%
IRC
654
Investors Research Corp
Georgia
$8.33K +$9.02K +52 New
CT
655
Clearstead Trust
Maine
$7.85K +$8.49K +49 New
CIAM
656
Caitong International Asset Management
Hong Kong
$7.85K -$71.6K -413 -89%
MAFA
657
MJT & Associates Financial Advisory
Minnesota
$6.25K +$6.76K +39 New
GGI
658
Godsey & Gibb Inc
Virginia
$5.93K +$6.41K +37 New
WA
659
Whipplewood Advisors
Colorado
$5.93K +$22.5K +130 +167%
BGAI
660
Bruce G. Allen Investments
Colorado
$5.77K -$347 -2 -5%
SS
661
SBI Securities
Japan
$5.61K +$520 +3 +9%
WTA
662
Washington Trust Advisors
Massachusetts
$5.32K +$4.16K +24 +267%
MCM
663
MV Capital Management
Maryland
$5.13K -$520 -3 -9%
GWM
664
Geneos Wealth Management
Colorado
$4.49K +$4.85K +28 New
GFPC
665
Global Financial Private Client
Florida
$4.17K +$3.29K +19 +271%
LFA
666
LGT Financial Advisors
Texas
$4.04K -$30K -173 -87%
CAL
667
Capital Advisors Ltd
Ohio
$4K – – –
NS
668
NBC Securities
Alabama
$4K +$4.51K +26 New
DPW
669
DiNuzzo Private Wealth
Pennsylvania
$3.69K +$520 +3 +15%
RIL
670
Rothschild Investment LLC
Illinois
$3.69K -$520 -3 -12%
CAM
671
Creekmur Asset Management
Illinois
$3.69K – – –
CA
672
Continuum Advisory
Idaho
$3.04K +$520 +3 +19%
AF
673
Advisornet Financial
Minnesota
$3.04K +$693 +4 +27%
BLC
674
Brown, Lisle/Cummings
Rhode Island
$3.04K +$3.29K +19 New
AW
675
Avion Wealth
Texas
$3K – – –
25 26
27
28 29

FERG Hedge Fund Activity: Q1 2025 in Review

714 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2025, worth a combined $29.1B — down 5.2% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FERG positions and 92 closed out — a net gain of 17 holders — while 258 added to existing stakes and 276 trimmed.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $625M. The largest seller was Fidelity Investments, cutting an estimated $252M.

  • 714 institutional investors held Ferguson (FERG) as of Q1 2025, up from 709 in Q4 2024.
  • Funds reported $29.1B of Ferguson stock for Q1 2025, down 5.2% quarter-over-quarter.
  • 109 funds opened new Ferguson positions in Q1 2025 and 92 closed out, a net change of +17 holders.
  • The largest Ferguson buyer in Q1 2025 was Soroban Capital Partners, an estimated $625M added.
  • The largest Ferguson seller in Q1 2025 was Fidelity Investments, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2025.