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Ferguson

906 hedge funds and large institutions have $40.2B invested in Ferguson in 2025 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 308 increasing their positions, 337 reducing their positions, and 81 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 ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $39.9B → $40.2B (+$275M)

9% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 337

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$88.4M
Puts
$26M
Net Calls
Net Calls Change

Top Buyers

1 +$1.35B
2 +$1.05B
3 +$371M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
5
KBC Group
KBC Group
Belgium
+$131M

Top Sellers

1 -$380M
2 -$338M
3 -$197M
4
SCP
Soroban Capital Partners
New York
-$162M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
801
SouthState Corp
Florida
$16.3K
GWM
802
Greenline Wealth Management
Florida
$16.2K
FHA
803
Flagship Harbor Advisors
Massachusetts
$15.5K
BT
804
Banque Transatlantique
France
$15.1K
CIA
805
Cape Investment Advisory
Georgia
$14.7K
MAFA
806
MJT & Associates Financial Advisory
Minnesota
$14K
PWA
807
Physician Wealth Advisors
Utah
$13.8K
OC
808
Oakworth Capital
Alabama
$13.6K
DWM
809
Dogwood Wealth Management
Kansas
$13.1K
CT
810
Clearstead Trust
Maine
$12.9K
BIA
811
Bell Investment Advisors
California
$12.9K
AW
812
Avion Wealth
Texas
$12K
ANBT
813
American National Bank & Trust
Texas
$11.8K
RWA
814
Redmont Wealth Advisors
Illinois
$11.8K
MCM
815
MV Capital Management
Maryland
$10.2K
CA
816
Clearstead Advisors
Ohio
$10K
S
817
Sachetta
Massachusetts
$9.8K
UFPG
818
United Financial Planning Group
New York
$9.8K
WIM
819
Westside Investment Management
California
$9.22K
BGAI
820
Bruce G. Allen Investments
Colorado
$8.02K
SWM
821
SHP Wealth Management
Massachusetts
$7.72K
WTA
822
Washington Trust Advisors
Massachusetts
$7.61K
CH
823
Cromwell Holdings
Wyoming
$7.57K
KFI
824
Key Financial Inc
Pennsylvania
$7.57K
WAG
825
Wilkerson Advisory Group
Missouri
$7.57K