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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
AF
676
Allworth Financial
California
$293K +$23.4K +96 +8%
IP
677
Isthmus Partners
Wisconsin
$291K
BP
678
Ballentine Partners
Massachusetts
$289K +$11.4K +47 +4%
TF
679
Tenzing Financial
Virginia
$288K +$271K +1,113 New
PAM
680
Panagora Asset Management
Massachusetts
$286K
VCM
681
Virtue Capital Management
Tennessee
$285K +$47.9K +197 +18%
SA
682
SPWM Advisors
Michigan
$284K +$290K +1,192 New
AWA
683
Arkadios Wealth Advisors
Georgia
$281K -$4.14K -17 -1%
LMFP
684
Larry Mathis Financial Planning
Arizona
$280K -$5.35K -22 -2%
HCA
685
Hyperion Capital Advisors
New York
$280K
BOTPPF
686
Board of the Pension Protection Fund
United Kingdom
$280K +$268K +1,100 +1,100%
TI
687
Truepoint Inc
Ohio
$280K -$10.2K -42 -3%
CPA
688
Cardiff Park Advisors
California
$277K +$289K +1,187 New
IAA
689
Independent Advisor Alliance
North Carolina
$272K +$3.65K +15 +1%
PF
690
Phoenix Financial
Israel
$272K -$52.1K -214 -15%
NAM
691
NorthCrest Asset Manangement
Minnesota
$270K +$279K +1,148 New
WS
692
Wedbush Securities
California
$268K +$45K +185 +19%
OL
693
Optas LLC
Texas
$267K -$4.87K -20 -2%
MSWM
694
Master's Wealth Management
Pennsylvania
$260K +$272K +1,116 New
DWP
695
Daymark Wealth Partners
Ohio
$257K +$25.6K +105 +11%
AO
696
Advisor OS
Illinois
$255K +$9.25K +38 +4%
ACM
697
Advisors Capital Management
New Jersey
$252K +$263K +1,080 New
OAM
698
Ostrum Asset Management
France
$251K -$632K -2,598 -71%
AGM
699
Alpine Global Management
New York
$249K -$1.28M -5,251 -83%
MBTD
700
Mechanics Bank - Trust Department
California
$247K +$21.7K +89 +9%