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Ferguson
FERG

Overview Fund Activity

772 hedge funds and large institutions have $39.6B invested in Ferguson in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 288 increasing their positions, 258 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+68
Holders Change %
+9.66%
% of All Funds
10.35%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
164
Increased
288
Reduced
258
Closed
85
Calls
$83.4M
Puts
$88.2M
Net Calls
-$4.79M
Net Calls Change
+$1.18M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$486M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$389M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$277M
4
Franklin Resources
Franklin Resources
California
+$262M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$275M
3
Invesco
Invesco
Georgia
-$245M
4
Marshall Wace
Marshall Wace
United Kingdom
-$152M
5
DCP
Durable Capital Partners
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
701
Grove Bank & Trust
Florida
$12.4K -$30.7K -141 -71%
AW
702
Avion Wealth
Texas
$12K +$8.14K +38 +211%
ANBT
703
American National Bank & Trust
Texas
$11.5K -$46.8K -215 -80%
IRC
704
Investors Research Corp
Georgia
$11.3K – – –
CPG
705
Cornerstone Planning Group
New Jersey
$10.4K -$6.33K -28 -38%
MCM
706
MV Capital Management
Maryland
$10.2K +$3.27K +15 +47%
LFA
707
Livelsberger Financial Advisory
Ohio
$9.95K +$9.95K +46 New
S
708
Sachetta
Massachusetts
$9.58K +$5.88K +27 +159%
MAFA
709
MJT & Associates Financial Advisory
Minnesota
$8.49K – – –
JWA
710
JFS Wealth Advisors
Pennsylvania
$8.28K -$4.14K -19 -33%
MSWA
711
Marshall & Sterling Wealth Advisors
New York
$8.28K +$8.28K +38 New
DWM
712
Dogwood Wealth Management
Kansas
$8.24K +$7.57K +34 +1,133%
WA
713
Whipplewood Advisors
Colorado
$8.06K -$37.2K -171 -82%
BGAI
714
Bruce G. Allen Investments
Colorado
$7.84K – – –
CH
715
Cromwell Holdings
Wyoming
$7.43K +$4.81K +22 +183%
RIL
716
Rothschild Investment LLC
Illinois
$6.97K +$1.96K +9 +39%
WTA
717
Washington Trust Advisors
Massachusetts
$6.75K -$435 -2 -6%
KFI
718
Key Financial Inc
Pennsylvania
$6.75K +$6.75K +31 New
MAM
719
Meeder Asset Management
Ohio
$6.53K -$1.68M -7,711 -100%
MIM
720
MTM Investment Management
South Carolina
$6.53K +$6.53K +30 New
CAL
721
Capital Advisors Ltd
Ohio
$6K – – –
LFA
722
LGT Financial Advisors
Texas
$5.73K +$220 +1 +4%
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$5.44K +$436 +2 +9%
M
724
MOTCO
Texas
$5.14K +$5.14K +23 New
SS
725
SBI Securities
Japan
$5.01K -$2.61K -12 -34%
27 28
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