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Ferguson

867 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, 316 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 (+$257M)

2.29% less ownership

Funds ownership: 92.49%90.2% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
867
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
SL
776
Salomon & Ludwin
Virginia
$14.8K
FHC
777
First Horizon Corporation
Tennessee
$14.8K
ZBNA
778
Zions Bancorporation, National Association
Utah
$14.4K
WANY
779
Wealthspire Advisors (New York)
New York
$14.2K
CT
780
Clearstead Trust
Maine
$13K
AW
781
Avion Wealth
Texas
$13K
GBT
782
Grove Bank & Trust
Florida
$12.8K
PWA
783
Physician Wealth Advisors
Utah
$12.6K
BIA
784
Bell Investment Advisors
California
$12.4K
ANBT
785
American National Bank & Trust
Texas
$11.9K
RWA
786
Redmont Wealth Advisors
Illinois
$11.9K
JWA
787
JFS Wealth Advisors
Pennsylvania
$10.8K
S
788
Sachetta
Massachusetts
$9.88K
DWM
789
Dogwood Wealth Management
Kansas
$9.43K
WIM
790
Westside Investment Management
California
$9.24K
JWM
791
JPL Wealth Management
Colorado
$9K
MSWA
792
Marshall & Sterling Wealth Advisors
New York
$8.53K
BGAI
793
Bruce G. Allen Investments
Colorado
$8.09K
CCM
794
Cloud Capital Management
Washington
$8K
CFG
795
Clayton Financial Group
Missouri
$7.86K
WTA
796
Washington Trust Advisors
Massachusetts
$7.68K
KFI
797
Key Financial Inc
Pennsylvania
$7.67K
CH
798
Cromwell Holdings
Wyoming
$7.66K
ADL
799
Asset Dedication LLC
California
$6.96K
MIM
800
MTM Investment Management
South Carolina
$6.74K