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Ferguson
FERG

Overview Fund Activity

704 hedge funds and large institutions have $28.7B invested in Ferguson in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 266 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.3%
New
113
Increased
256
Reduced
266
Closed
93
Calls
$75.9M
Puts
$81.8M
Net Calls
-$5.97M
Net Calls Change
-$14M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$578M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$336M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$281M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$241M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$187M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$231M
2
TP
Third Point
New York
-$208M
3
Millennium Management
Millennium Management
New York
-$183M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$183M
5
BlackRock
BlackRock
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
676
Physician Wealth Advisors
Utah
$1.76K -$9.14K -57 -84%
RS
677
Rakuten Securities
Japan
$1.6K +$1.6K +10 New
TC
678
Trust Company
Kansas
$1.44K +$1.44K +9 New
HWP
679
Highline Wealth Partners
California
$1.28K -$962 -6 -43%
ME
680
McIlrath & Eck
Washington
$1.28K – – –
SWC
681
Spectrum Wealth Counsel
Indiana
$962 – – –
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$961 – – –
PWAM
683
Private Wealth Asset Management
Iowa
$961 +$961 +6 New
BHWM
684
Bay Harbor Wealth Management
Maryland
$804 +$804 +5 New
RA
685
Ransom Advisory
Rhode Island
$801 +$801 +5 New
CWP
686
Concord Wealth Partners
Virginia
$641 – – –
RWM
687
Rialto Wealth Management
New York
$641 +$641 +4 New
BFS
688
Bare Financial Services
Pennsylvania
$641 +$641 +4 New
PWA
689
Principia Wealth Advisory
Texas
$494 -$659 -4 -57%
VWA
690
Valued Wealth Advisors
Utah
$484 – – –
PWM
691
Parkworth Wealth Management
California
$481 – – –
HIA
692
HFM Investment Advisors
New Jersey
$481 +$481 +3 New
BWL
693
Bogart Wealth LLC
Virginia
$481 +$481 +3 New
DWM
694
Dogwood Wealth Management
Kansas
$481 +$481 +3 New
BI
695
Binnacle Investments
Iowa
$481 +$481 +3 New
CA
696
Crewe Advisors
Utah
$321 – – –
ACA
697
American Capital Advisory
Idaho
$321 +$321 +2 New
SFG
698
Stonebridge Financial Group
Pennsylvania
$320 +$320 +2 New
CA
699
CoreCap Advisors
Michigan
$320 +$320 +2 New
Q1WB
700
Quest 10 Wealth Builders
Virginia
$264 +$264 +2 New
26 27
28
29 30