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Ferguson

864 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, 313 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 (+$249M)

2.31% less ownership

Funds ownership: 92.47%90.16% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
864
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
WANY
776
Wealthspire Advisors (New York)
New York
$14.2K
CT
777
Clearstead Trust
Maine
$13K
AW
778
Avion Wealth
Texas
$13K
GBT
779
Grove Bank & Trust
Florida
$12.8K
PWA
780
Physician Wealth Advisors
Utah
$12.6K
BIA
781
Bell Investment Advisors
California
$12.4K
ANBT
782
American National Bank & Trust
Texas
$11.9K
RWA
783
Redmont Wealth Advisors
Illinois
$11.9K
JWA
784
JFS Wealth Advisors
Pennsylvania
$10.8K
S
785
Sachetta
Massachusetts
$9.88K
DWM
786
Dogwood Wealth Management
Kansas
$9.43K
WIM
787
Westside Investment Management
California
$9.24K
JWM
788
JPL Wealth Management
Colorado
$9K
MSWA
789
Marshall & Sterling Wealth Advisors
New York
$8.53K
BGAI
790
Bruce G. Allen Investments
Colorado
$8.09K
CCM
791
Cloud Capital Management
Washington
$8K
CFG
792
Clayton Financial Group
Missouri
$7.86K
WTA
793
Washington Trust Advisors
Massachusetts
$7.68K
KFI
794
Key Financial Inc
Pennsylvania
$7.67K
CH
795
Cromwell Holdings
Wyoming
$7.66K
ADL
796
Asset Dedication LLC
California
$6.96K
MIM
797
MTM Investment Management
South Carolina
$6.74K
CAL
798
Capital Advisors Ltd
Ohio
$6K
MAM
799
Meeder Asset Management
Ohio
$5.84K
DPW
800
DiNuzzo Private Wealth
Pennsylvania
$5.78K