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Ferguson

926 hedge funds and large institutions have $42.4B invested in Ferguson in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 368 increasing their positions, 299 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 94

23% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 299

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

5% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.17B)

2% more funds holding

Funds holding: 906926 (+20)

1.14% more ownership

Funds ownership: 92.58%93.72% (+1.1%)

4% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $64.2M

Holders
926
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
131
Increased
368
Reduced
299
Closed
94
Calls
$61.4M
Puts
$64.2M
Net Calls
-$2.78M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
651
Net Worth Advisory Group
Utah
$332K +$36K +148 +12%
KCP
652
Kera Capital Partners
California
$329K -$37.7K -155 -10%
AAP
653
Arax Advisory Partners
Colorado
$329K +$4.62K +19 +1%
RG
654
Renaissance Group
Kentucky
$327K -$121K -499 -26%
CIM
655
Cambria Investment Management
California
$326K +$340K +1,398 New
IP
656
Indivisible Partners
Florida
$321K +$335K +1,375 New
SC
657
Syon Capital
California
$320K -$41.9K -172 -11%
BAM
658
Berkshire Asset Management
Pennsylvania
$319K -$61.8K -254 -16%
FRA
659
Frank Rimerman Advisors
California
$315K -$1.95K -8 -0.6%
PSP
660
Principal Street Partners
Tennessee
$314K
SCA
661
Scott Capital Advisors
Oregon
$314K
SFC
662
SYM Financial Corp
Indiana
$311K -$3.16K -13 -1%
CWA
663
CM Wealth Advisors
Ohio
$311K
LGA
664
Lebenthal Global Advisors
New York
$310K -$77.1K -317 -19%
TWP
665
Triad Wealth Partners
Kansas
$310K +$26.5K +109 +9%
PCM
666
Polymer Capital Management
New York
$310K -$847K -3,482 -72%
FGWP
667
Founders Grove Wealth Partners
Virginia
$309K -$7.06K -29 -2%
CPSC
668
Carl P. Sherr & Co
Massachusetts
$307K
FBT
669
First Bank & Trust
South Dakota
$302K +$82K +337 +35%
KAS
670
Kestra Advisory Services
Texas
$301K -$34.6K -142 -10%
VFA
671
Values First Advisors
Tennessee
$300K +$7.54K +31 +2%
DS
672
DRW Securities
Illinois
$295K -$160K -657 -34%
TH
673
Transmarket Holdings
Illinois
$295K +$7.3K +30 +2%
NCM
674
Narwhal Capital Management
Georgia
$295K -$24.1K -99 -7%
BIM
675
Bridges Investment Management
Nebraska
$293K