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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
MSWM
726
McGlone Suttner Wealth Management
Wisconsin
$222K +$12.7K +52 +6%
PP
727
PDS Planning
Ohio
$221K +$730 +3 +0.3%
KCM
728
Kennedy Capital Management
Missouri
$221K -$1.22K -5 -0.5%
ACM
729
Avalon Capital Management
California
$216K +$730 +3 +0.3%
IP
730
Ignite Planners
California
$215K +$15.6K +64 +8%
GCM
731
Gambit Capital Management
Tennessee
$215K -$27.5K -113 -11%
3IP
732
3Chopt Investment Partners
Virginia
$213K +$221K +910 New
HBFP
733
Henderson Brothers Financial Partners
Pennsylvania
$213K +$222K +913 New
QFA
734
Quantum Financial Advisors
California
$211K +$220K +906 New
OWM
735
OneAscent Wealth Management
Alabama
$210K -$32.1K -132 -13%
PA
736
Pinnacle Associates
New York
$210K -$106K -434 -33%
WCM
737
Windsor Capital Management
Arizona
$210K
Los Angeles Capital Management
738
Los Angeles Capital Management
California
$209K -$642K -2,640 -75%
SAI
739
Savvy Advisors Inc
New York
$208K -$76.9K -316 -26%
CWR
740
Chico Wealth RIA
California
$207K +$216K +887 New
Capstone Investment Advisors
741
Capstone Investment Advisors
New York
$206K -$2.86M -11,753 -93%
TW
742
Traveka Wealth
California
$205K -$8.03K -33 -4%
NI
743
Natural Investments
California
$205K +$215K +883 New
Koshinski Asset Management
744
Koshinski Asset Management
Illinois
$204K +$213K +876 New
WF
745
WealthPoint Financial
North Carolina
$204K -$24.3K -100 -10%
VA
746
VestGen Advisors
Illinois
$201K +$205K +844 New
BSC
747
Brown Shipley & Co
United Kingdom
$194K
CFB
748
Cullen/Frost Bankers
Texas
$190K +$139K +572 +236%
ASN
749
Advisory Services Network
Georgia
$181K -$56.2K -231 -23%
VCM
750
Versant Capital Management
Arizona
$177K -$107K -438 -37%