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Ferguson
FERG

Overview Fund Activity

772 hedge funds and large institutions have $39.6B invested in Ferguson in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 288 increasing their positions, 258 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+69
Holders Change %
+9.82%
% of All Funds
10.35%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
164
Increased
288
Reduced
258
Closed
84
Calls
$83.4M
Puts
$88.2M
Net Calls
-$4.79M
Net Calls Change
+$1.18M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$486M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$389M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$277M
4
Franklin Resources
Franklin Resources
California
+$262M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$275M
3
Invesco
Invesco
Georgia
-$245M
4
Marshall Wace
Marshall Wace
United Kingdom
-$152M
5
DCP
Durable Capital Partners
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
651
Bessemer Group
New Jersey
$82K -$963K -4,404 -92%
UB
652
UMB Bank
Missouri
$76.9K +$1.96K +9 +3%
CA
653
Clearstead Advisors
Ohio
$76K +$18.1K +83 +31%
CA
654
CoreCap Advisors
Michigan
$72.3K +$71.9K +330 +16,500%
MCM
655
MAI Capital Management
Ohio
$70.7K +$44.4K +204 +169%
C
656
Covestor
United Kingdom
$68K -$5.01K -23 -7%
GM
657
GeoWealth Management
Illinois
$67.3K +$67.3K +309 New
CFB
658
Cullen/Frost Bankers
Texas
$66.2K +$62.3K +286 +1,589%
FHA
659
First Horizon Advisors
Tennessee
$66K +$29.6K +136 +81%
SSG
660
Summit Securities Group
New York
$63.8K +$63.8K +293 New
LFG
661
Larson Financial Group
Missouri
$60.8K +$45.1K +207 +288%
BTI
662
Blue Trust Inc
Georgia
$59.7K -$63.1K -290 -51%
AI
663
AdvisorShares Investments
Maryland
$58.1K +$58.1K +267 New
SPIA
664
Steward Partners Investment Advisory
New York
$55.5K -$3.92K -18 -7%
CFO
665
CVA Family Office
Colorado
$55.5K +$8.71K +40 +19%
ACM
666
Aster Capital Management
United Arab Emirates
$54.2K +$54.2K +249 New
HI
667
Harbour Investments
Wisconsin
$52.7K +$20K +92 +61%
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$52.3K -$11.1K -51 -18%
AT
669
Avalon Trust
New Mexico
$48.6K – – –
MA
670
MCF Advisors
Kentucky
$46.8K – – –
OPTFSNA
671
Old Point Trust & Financial Services N A
Virginia
$44K – – –
SR
672
Summer Road
Florida
$43.6K – – –
MPW
673
MASECO Private Wealth
$40.5K +$40.5K +185 New
PTC
674
Private Trust Company
Ohio
$39.6K +$5.66K +26 +17%
MCM
675
Manchester Capital Management
Vermont
$38.1K +$1.74K +8 +5%
25 26
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