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Ferguson

881 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 321 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $39.7B → $39.9B (+$259M)

2.29% less ownership

Funds ownership: 92.58%90.29% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
881
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
DWM
801
Dogwood Wealth Management
Kansas
$9.43K
WIM
802
Westside Investment Management
California
$9.24K
JWM
803
JPL Wealth Management
Colorado
$9K
MSWA
804
Marshall & Sterling Wealth Advisors
New York
$8.53K
BGAI
805
Bruce G. Allen Investments
Colorado
$8.09K
CCM
806
Cloud Capital Management
Washington
$8K
CFG
807
Clayton Financial Group
Missouri
$7.86K
WTA
808
Washington Trust Advisors
Massachusetts
$7.68K
KFI
809
Key Financial Inc
Pennsylvania
$7.67K
CH
810
Cromwell Holdings
Wyoming
$7.66K
ADL
811
Asset Dedication LLC
California
$6.96K
MIM
812
MTM Investment Management
South Carolina
$6.74K
CAL
813
Capital Advisors Ltd
Ohio
$6K
MAM
814
Meeder Asset Management
Ohio
$5.84K
DPW
815
DiNuzzo Private Wealth
Pennsylvania
$5.78K
LFA
816
LGT Financial Advisors
Texas
$5.71K
CAM
817
Creekmur Asset Management
Illinois
$5.17K
AF
818
Advisornet Financial
Minnesota
$4.94K
MAM
819
Marquette Asset Management
Minnesota
$4.94K
RWM
820
Rialto Wealth Management
New York
$4.72K
SAM
821
Strive Asset Management
Ohio
$4.72K
WA
822
Westfuller Advisors
New York
$4.58K
TCOV
823
Trust Company of Vermont
Vermont
$4.49K
CIAS
824
CBIZ Investment Advisory Services
Ohio
$4.28K
SS
825
SBI Securities
Japan
$4.27K