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Ferguson

867 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 316 increasing their positions, 290 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $39.6B → $39.9B (+$257M)

2.29% less ownership

Funds ownership: 92.49%90.2% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
867
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
701
Premier Path Wealth Partners
New Jersey
$205K
TW
702
Traveka Wealth
California
$204K
PA
703
PharVision Advisers
Florida
$203K
FBT
704
First Bank & Trust
South Dakota
$203K
WCM
705
Windsor Capital Management
Arizona
$202K
HNB
706
Huntington National Bank
Ohio
$199K
BSC
707
Brown Shipley & Co
United Kingdom
$186K
RIL
708
Rothschild Investment LLC
Illinois
$172K
RFP
709
Root Financial Partners
California
$165K
QL
710
Quarry LP
New York
$162K
EPIME
711
Evelyn Partners Investment Management (Europe)
$159K
SI
712
Sava Infond
Slovenia
$157K
Twin Tree Management
713
Twin Tree Management
Texas
$156K
HNB
714
Hilltop National Bank
Wyoming
$155K
LSV Asset Management
715
LSV Asset Management
Illinois
$135K
AIM
716
Anchor Investment Management
South Carolina
$126K
CSPIA
717
Cary Street Partners Investment Advisory
Virginia
$124K
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$121K
MHR
719
Matthew Hamilton Rosenberg
$121K
SC
720
Steph & Co
Wisconsin
$106K
Northwestern Mutual Wealth Management
721
Northwestern Mutual Wealth Management
Wisconsin
$103K
GRP
722
Global Retirement Partners
California
$101K
CA
723
CoreCap Advisors
Michigan
$99.7K
HI
724
Harbour Investments
Wisconsin
$97.9K
CIAM
725
Caitong International Asset Management
Hong Kong
$95.9K