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Ferguson

872 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, 318 increasing their positions, 291 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 (+$249M)

2.31% less ownership

Funds ownership: 92.54%90.23% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
872
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
TWP
651
Triad Wealth Partners
Kansas
$261K
WIA
652
World Investment Advisors
California
$261K
SB
653
Strategic Blueprint
Georgia
$261K
AWA
654
Arkadios Wealth Advisors
Georgia
$260K
IP
655
Ignite Planners
California
$259K
CFP
656
Curran Financial Partners
South Carolina
$252K
EFS
657
Essex Financial Services
Connecticut
$252K
IAA
658
Independent Advisor Alliance
North Carolina
$251K
ET
659
Equitable Trust
Tennessee
$251K
Allspring Global Investments
660
Allspring Global Investments
North Carolina
$250K
ONB
661
Old National Bancorp
Indiana
$249K
MIM
662
Meixler Investment Management
Arizona
$245K
CIBC Private Wealth Group
663
CIBC Private Wealth Group
Georgia
$241K
VFA
664
Values First Advisors
Tennessee
$241K
PFG
665
PAX Financial Group
Texas
$240K
AA
666
Alta Advisers
United Kingdom
$240K
BAAM
667
Baker Avenue Asset Management
California
$238K
Lido Advisors
668
Lido Advisors
California
$237K
MGIA
669
Moneta Group Investment Advisors
Missouri
$237K
AAM
670
Auxier Asset Management
Oregon
$236K
PCM
671
Penserra Capital Management
California
$232K
AF
672
Allworth Financial
California
$229K
C
673
Certuity
Florida
$229K
PPW
674
Parcion Private Wealth
Washington
$229K
SMA
675
Seven Mile Advisory
New Jersey
$228K