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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
$665M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.18B
4
Franklin Resources
Franklin Resources
California
$927M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$371M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$695M
3
Invesco
Invesco
Georgia
$1.24B
4
Marshall Wace
Marshall Wace
United Kingdom
$58.5M
5
DCP
Durable Capital Partners
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
751
Abound Wealth Management
Tennessee
$1.65K -$1.86K -9 -53%
TPWA
752
Twin Peaks Wealth Advisors
California
$1.36K +$1.36K +6 New
PWM
753
Parkworth Wealth Management
California
$1.31K +$653 +3 +100%
HIA
754
HFM Investment Advisors
New Jersey
$1.31K +$653 +3 +100%
RA
755
Ransom Advisory
Rhode Island
$1.09K – – –
WCM
756
WealthTrak Capital Management
Virginia
$1.09K +$1.09K +5 New
KG
757
Kilter Group
New York
$1.09K +$1.09K +5 New
CI
758
CX Institutional
Indiana
$1K +$1K +3 New
BFS
759
Bare Financial Services
Pennsylvania
$871 – – –
CWP
760
Concord Wealth Partners
Virginia
$871 – – –
ACA
761
American Capital Advisory
Idaho
$871 +$436 +2 +100%
VWA
762
Valued Wealth Advisors
Utah
$656 – – –
BI
763
Binnacle Investments
Iowa
$653 – – –
BWL
764
Bogart Wealth LLC
Virginia
$653 – – –
RS
765
Rakuten Securities
Japan
$436 -$1.74K -8 -80%
CFD
766
Creative Financial Designs
Indiana
$436 +$218 +1 +100%
Federated Hermes
767
Federated Hermes
Pennsylvania
$436 +$436 +2 New
IAS
768
IMA Advisory Services
Colorado
$219 +$219 +1 New
PWAM
769
Private Wealth Asset Management
Iowa
$218 -$1.09K -5 -83%
QWM
770
Quaker Wealth Management
New Jersey
$218 +$218 +1 New
GWSG
771
GPS Wealth Strategies Group
Colorado
$218 +$218 +1 New
TFM
772
TFC Financial Management
Massachusetts
$218 +$218 +1 New
DCP
773
Durable Capital Partners
Maryland
– -$117M -730,754 Closed
Point72 Asset Management
774
Point72 Asset Management
Connecticut
– -$80.6M -503,027 Closed
TGA
775
TPG GP A
Texas
– -$74.5M -464,941 Closed
29 30
31
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