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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
LAM
701
L2 Asset Management
Massachusetts
$246K +$16.5K +68 +7%
PCM
702
Penserra Capital Management
California
$245K +$8.03K +33 +3%
AAM
703
Auxier Asset Management
Oregon
$245K
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$253K +1,041 New
LOAMU
705
Lombard Odier Asset Management (USA)
New York
$242K +$253K +1,038 New
MM
706
MQS Management
New York
$241K +$252K +1,034 New
FFS
707
Founders Financial Securities
Maryland
$237K -$4.87K -20 -2%
EFS
708
Essex Financial Services
Connecticut
$236K +$730 +3 +0.3%
VDC
709
Van Diest Capital
Iowa
$236K +$246K +1,010 New
OFS
710
OneAscent Financial Services
Alabama
$236K +$9.73K +40 +4%
WPC
711
Wedmont Private Capital
Pennsylvania
$235K +$3.16K +13 +1%
MGIA
712
Moneta Group Investment Advisors
Missouri
$235K +$3.65K +15 +2%
FGP
713
Freestone Grove Partners
California
$234K -$34.8M -142,972 -99%
DWA
714
Douglass Winthrop Advisors
New York
$233K
RCG
715
Ruane, Cunniff & Goldfarb
New York
$233K
SI
716
Sava Infond
Slovenia
$233K +$73K +300 +43%
SHFG
717
S Harris Financial Group
Texas
$231K +$241K +989 New
SB
718
Strategic Blueprint
Georgia
$230K -$9K -37 -4%
BFO
719
Boston Family Office
Massachusetts
$228K
TFA
720
Tranquilli Financial Advisor
New Jersey
$227K +$237K +974 New
GGA
721
Granite Group Advisors
Connecticut
$227K
EI
722
Ellevest Inc
New York
$225K -$94.7K -389 -29%
DWM
723
Drive Wealth Management
Utah
$225K +$2.68K +11 +1%
BFO
724
Biltmore Family Office
North Carolina
$223K +$232K +954 New
FMI
725
Frec Markets Inc
California
$223K +$232K +955 New