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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
TWD
726
True Wealth Design
Ohio
$94.7K
ABWM
727
Alpine Bank Wealth Management
Colorado
$93K
SR
728
Summer Road
Florida
$89.8K
RFG
729
REAP Financial Group
Texas
$85.3K
CA
730
Clearstead Advisors
Ohio
$85.3K
AI
731
AdvisorShares Investments
Maryland
$84.2K
KFA
732
Kelleher Financial Advisors
New York
$84.2K
CFB
733
Cullen/Frost Bankers
Texas
$82.3K
UB
734
UMB Bank
Missouri
$80.4K
Bessemer Group
735
Bessemer Group
New Jersey
$73K
MFG
736
Mendota Financial Group
Wisconsin
$68.9K
CI
737
CX Institutional
Indiana
$67K
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$65.6K
LFG
739
Larson Financial Group
Missouri
$62.2K
BTI
740
Blue Trust Inc
Georgia
$61.8K
TFIPS
741
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.6K
LI
742
LRI Investments
Florida
$59.9K
CFO
743
CVA Family Office
Colorado
$57.7K
MCM
744
Manchester Capital Management
Vermont
$52.3K
AT
745
Avalon Trust
New Mexico
$50.1K
MA
746
MCF Advisors
Kentucky
$48.3K
Nisa Investment Advisors
747
Nisa Investment Advisors
Missouri
$46.2K
OPTFSNA
748
Old Point Trust & Financial Services N A
Virginia
$45.4K
IA
749
IFP Advisors
Florida
$45.1K
PTC
750
Private Trust Company
Ohio
$44.9K