FERG icon

Ferguson

777 hedge funds and large institutions have $39.6B invested in Ferguson in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 289 increasing their positions, 257 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more funds holding

Funds holding: 705777 (+72)

2.91% more ownership

Funds ownership: 89.59%92.49% (+2.9%)

5% less call options, than puts

Call options by funds: $83.4M | Put options by funds: $88.2M

Holders
777
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83.4M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
751
Smallwood Wealth Investment Management
New Jersey
$1.74K
TIM
752
Tortoise Investment Management
New York
$1.74K
AWM
753
Activest Wealth Management
Florida
$1.74K
SC
754
Stephens Consulting
Michigan
$1.74K
AWM
755
Abound Wealth Management
Tennessee
$1.65K
TPWA
756
Twin Peaks Wealth Advisors
California
$1.36K
PWM
757
Parkworth Wealth Management
California
$1.31K
HIA
758
HFM Investment Advisors
New Jersey
$1.31K
RA
759
Ransom Advisory
Rhode Island
$1.09K
KG
760
Kilter Group
New York
$1.09K
WCM
761
WealthTrak Capital Management
Virginia
$1.09K
CI
762
CX Institutional
Indiana
$1K
CWP
763
Concord Wealth Partners
Virginia
$871
BFS
764
Bare Financial Services
Pennsylvania
$871
ACA
765
American Capital Advisory
Idaho
$871
VWA
766
Valued Wealth Advisors
Utah
$656
BI
767
Binnacle Investments
Iowa
$653
BWL
768
Bogart Wealth LLC
Virginia
$653
RS
769
Rakuten Securities
Japan
$436
CFD
770
Creative Financial Designs
Indiana
$436
Federated Hermes
771
Federated Hermes
Pennsylvania
$436
Q1WB
772
Quest 10 Wealth Builders
Virginia
$359
IAS
773
IMA Advisory Services
Colorado
$219
PWAM
774
Private Wealth Asset Management
Iowa
$218
GWSG
775
GPS Wealth Strategies Group
Colorado
$218