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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 %
CAM
726
Creekmur Asset Management
Illinois
$5.01K – – –
AF
727
Advisornet Financial
Minnesota
$4.57K +$436 +2 +11%
PWA
728
Physician Wealth Advisors
Utah
$4.57K +$2.18K +10 +91%
RWM
729
Rialto Wealth Management
New York
$3.92K +$3.05K +14 +350%
CIAS
730
CBIZ Investment Advisory Services
Ohio
$3.71K +$3.71K +17 New
Kayne Anderson Rudnick Investment Management
731
Kayne Anderson Rudnick Investment Management
California
$3.7K +$2.4K +11 +183%
CTC
732
Central Trust Company
Missouri
$3.48K – – –
HFS
733
Hughes Financial Services
Virginia
$3.34K -$669 -3 -17%
FPF
734
First Pacific Financial
Washington
$3.27K +$436 +2 +15%
MEG
735
Millstone Evans Group
Colorado
$3.27K – – –
OC
736
Oakworth Capital
Alabama
$3.27K – – –
DF
737
Dunhill Financial
United Kingdom
$3.27K +$3.27K +15 New
HWP
738
Highline Wealth Partners
California
$3.05K +$1.31K +6 +75%
PPC
739
Park Place Capital
Alabama
$2.65K -$60.8K -275 -96%
GWM
740
Geneos Wealth Management
Colorado
$2.61K -$3.48K -16 -57%
W
741
WealthCollab
Washington
$2.61K – – –
PGAM
742
Princeton Global Asset Management
New Jersey
$2.61K +$2.61K +12 New
NWM
743
Nova Wealth Management
Florida
$2.3K +$2.3K +11 New
BHWM
744
Bay Harbor Wealth Management
Maryland
$2.18K +$1.09K +5 +100%
TC
745
Trust Company
Kansas
$1.96K – – –
PWA
746
Principia Wealth Advisory
Texas
$1.96K +$1.31K +6 +200%
ME
747
McIlrath & Eck
Washington
$1.74K – – –
TIM
748
Tortoise Investment Management
New York
$1.74K +$1.74K +8 New
AWM
749
Activest Wealth Management
Florida
$1.74K +$1.74K +8 New
SC
750
Stephens Consulting
Michigan
$1.74K +$1.74K +8 New
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