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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
AWA
651
Arkadios Wealth Advisors
Georgia
$260K
IP
652
Ignite Planners
California
$259K
CFP
653
Curran Financial Partners
South Carolina
$252K
EFS
654
Essex Financial Services
Connecticut
$252K
IAA
655
Independent Advisor Alliance
North Carolina
$251K
ET
656
Equitable Trust
Tennessee
$251K
Allspring Global Investments
657
Allspring Global Investments
North Carolina
$250K
ONB
658
Old National Bancorp
Indiana
$249K
MIM
659
Meixler Investment Management
Arizona
$245K
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
$241K
VFA
661
Values First Advisors
Tennessee
$241K
PFG
662
PAX Financial Group
Texas
$240K
AA
663
Alta Advisers
United Kingdom
$240K
BAAM
664
Baker Avenue Asset Management
California
$238K
Lido Advisors
665
Lido Advisors
California
$237K
MGIA
666
Moneta Group Investment Advisors
Missouri
$237K
AAM
667
Auxier Asset Management
Oregon
$236K
PCM
668
Penserra Capital Management
California
$232K
AF
669
Allworth Financial
California
$229K
C
670
Certuity
Florida
$229K
PPW
671
Parcion Private Wealth
Washington
$229K
SMA
672
Seven Mile Advisory
New Jersey
$228K
VCM
673
Virtue Capital Management
Tennessee
$225K
DWA
674
Douglass Winthrop Advisors
New York
$225K
RCG
675
Ruane, Cunniff & Goldfarb
New York
$225K