We are live on ! Find out more
FERG icon

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
EPIME
751
Evelyn Partners Investment Management (Europe)
$165K
O
752
Ossiam
France
$155K -$1.13M -4,646 -87%
Northwestern Mutual Wealth Management
753
Northwestern Mutual Wealth Management
Wisconsin
$155K -$34.3K -141 -17%
LSV Asset Management
754
LSV Asset Management
Illinois
$140K
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
$138K +$4.38K +18 +3%
RFP
756
Root Financial Partners
California
$134K +$5.11K +21 +4%
AIM
757
Anchor Investment Management
South Carolina
$131K
HI
758
Harbour Investments
Wisconsin
$126K +$18K +74 +16%
MHR
759
Matthew Hamilton Rosenberg
$125K
HNB
760
Huntington National Bank
Ohio
$125K -$106K -437 -45%
RFG
761
REAP Financial Group
Texas
$123K +$23.8K +98 +23%
MCM
762
MAI Capital Management
Ohio
$116K +$87.1K +358 +256%
EP
763
Essential Partners
California
$116K -$7.54K -31 -6%
IA
764
IFP Advisors
Florida
$110K +$10.2K +42 +10%
SC
765
Steph & Co
Wisconsin
$110K
QL
766
Quarry LP
New York
$109K -$15.6K -64 -12%
CFO
767
CVA Family Office
Colorado
$107K +$49.4K +203 +79%
TFA
768
Transamerica Financial Advisors
Florida
$106K -$33.3K -137 -23%
MCM
769
Manchester Capital Management
Vermont
$89.3K -$5.6K -23 -6%
KFA
770
Kelleher Financial Advisors
New York
$87.5K
UB
771
UMB Bank
Missouri
$86.5K +$2.19K +9 +2%
CA
772
Clearstead Advisors
Ohio
$86.1K +$78.8K +324 +720%
OWA
773
Opal Wealth Advisors
New York
$82.6K +$86.1K +354 New
LI
774
LRI Investments
Florida
$74.8K +$13.1K +54 +20%
New York State Teachers Retirement System (NYSTRS)
775
New York State Teachers Retirement System (NYSTRS)
New York
$71K +$73.7K +303 New