FERG icon

Ferguson

880 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, 320 increasing their positions, 296 reducing their positions, and 52 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 (+$273M)

2.25% less ownership

Funds ownership: 92.53%90.28% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
880
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
LAM
651
Longboard Asset Management
Arizona
$266K
EI
652
Ellevest Inc
New York
$266K
DCM
653
DGS Capital Management
New Jersey
$265K
CPA
654
Cardiff Park Advisors
California
$265K
TWP
655
Triad Wealth Partners
Kansas
$261K
WIA
656
World Investment Advisors
California
$261K
SB
657
Strategic Blueprint
Georgia
$261K
AWA
658
Arkadios Wealth Advisors
Georgia
$260K
IP
659
Ignite Planners
California
$259K
CFP
660
Curran Financial Partners
South Carolina
$252K
EFS
661
Essex Financial Services
Connecticut
$252K
IAA
662
Independent Advisor Alliance
North Carolina
$251K
ET
663
Equitable Trust
Tennessee
$251K
Allspring Global Investments
664
Allspring Global Investments
North Carolina
$250K
ONB
665
Old National Bancorp
Indiana
$249K
MIM
666
Meixler Investment Management
Arizona
$245K
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$241K
VFA
668
Values First Advisors
Tennessee
$241K
PFG
669
PAX Financial Group
Texas
$240K
AA
670
Alta Advisers
United Kingdom
$240K
BAAM
671
Baker Avenue Asset Management
California
$238K
Lido Advisors
672
Lido Advisors
California
$237K
MGIA
673
Moneta Group Investment Advisors
Missouri
$237K
AAM
674
Auxier Asset Management
Oregon
$236K
PCM
675
Penserra Capital Management
California
$232K