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Ferguson

777 hedge funds and large institutions have $39.6B invested in Ferguson in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 289 increasing their positions, 257 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more funds holding

Funds holding: 705777 (+72)

2.91% more ownership

Funds ownership: 89.59%92.49% (+2.9%)

5% less call options, than puts

Call options by funds: $83.4M | Put options by funds: $88.2M

Holders
777
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83.4M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
701
Bell Investment Advisors
California
$14.4K
CT
702
Clearstead Trust
Maine
$12.6K
GBT
703
Grove Bank & Trust
Florida
$12.4K
AW
704
Avion Wealth
Texas
$12K
ANBT
705
American National Bank & Trust
Texas
$11.5K
RWA
706
Redmont Wealth Advisors
Illinois
$11.5K
IRC
707
Investors Research Corp
Georgia
$11.3K
CPG
708
Cornerstone Planning Group
New Jersey
$10.4K
MCM
709
MV Capital Management
Maryland
$10.2K
LFA
710
Livelsberger Financial Advisory
Ohio
$9.95K
S
711
Sachetta
Massachusetts
$9.58K
MAFA
712
MJT & Associates Financial Advisory
Minnesota
$8.49K
JWA
713
JFS Wealth Advisors
Pennsylvania
$8.28K
MSWA
714
Marshall & Sterling Wealth Advisors
New York
$8.28K
DWM
715
Dogwood Wealth Management
Kansas
$8.24K
WA
716
Whipplewood Advisors
Colorado
$8.06K
BGAI
717
Bruce G. Allen Investments
Colorado
$7.84K
CH
718
Cromwell Holdings
Wyoming
$7.43K
RIL
719
Rothschild Investment LLC
Illinois
$6.97K
WTA
720
Washington Trust Advisors
Massachusetts
$6.75K
KFI
721
Key Financial Inc
Pennsylvania
$6.75K
MAM
722
Meeder Asset Management
Ohio
$6.53K
MIM
723
MTM Investment Management
South Carolina
$6.53K
CAL
724
Capital Advisors Ltd
Ohio
$6K
LFA
725
LGT Financial Advisors
Texas
$5.73K