We are live on ! Find out more
FERG icon

Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
676
Cornerstone Planning Group
New Jersey
$4.61K +$2.19K +11 +79%
RIL
677
Rothschild Investment LLC
Illinois
$4.51K +$794 +4 +18%
CAM
678
Creekmur Asset Management
Illinois
$4K
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$3.47K
WWP
680
WR Wealth Planners
Missouri
$3.3K +$596 +3 +19%
AW
681
Avion Wealth
Texas
$3K -$1.59K -8 -31%
AWM
682
Abound Wealth Management
Tennessee
$2.87K +$199 +1 +6%
CTC
683
Central Trust Company
Missouri
$2.78K -$596 -3 -16%
CA
684
Continuum Advisory
Idaho
$2.78K
AF
685
Advisornet Financial
Minnesota
$2.6K -$1.19K -6 -29%
OC
686
Oakworth Capital
Alabama
$2.6K -$596 -3 -17%
HWP
687
Highline Wealth Partners
California
$2.43K +$397 +2 +17%
W
688
WealthCollab
Washington
$2.08K
SAM
689
Synergy Asset Management
Washington
$1.99K +$1.99K +10 New
MCM
690
MAI Capital Management
Ohio
$1.56K +$1.79K +9 New
CFB
691
Cullen/Frost Bankers
Texas
$1.56K +$1.79K +9 New
WTA
692
Washington Trust Advisors
Massachusetts
$1.49K -$3.58K -18 -67%
ME
693
McIlrath & Eck
Washington
$1.39K
GFPC
694
Global Financial Private Client
Florida
$1.22K +$1.39K +7 New
PWA
695
Principia Wealth Advisory
Texas
$1.22K +$1.39K +7 New
WCM
696
WealthTrak Capital Management
Virginia
$1.22K +$1.39K +7 New
SWC
697
Spectrum Wealth Counsel
Indiana
$1.04K
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$1.04K
OSNBOA
699
Old Second National Bank of Aurora
Illinois
$1.04K +$1.19K +6 New
CWP
700
Concord Wealth Partners
Virginia
$694

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.