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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
CA
801
CoreCap Advisors
Michigan
$34.3K +$1.95K +8 +6%
SIC
802
SJS Investment Consulting
Ohio
$34.1K +$487 +2 +1%
GBT
803
Grove Bank & Trust
Florida
$33.8K
FFO
804
Fortitude Family Office
Arizona
$33.4K +$16.8K +69 +93%
VIS
805
Vega Investment Solutions
France
$32.1K
PTC
806
Private Trust Company
Ohio
$32K -$4.38K -18 -12%
FGAM
807
Financial Gravity Asset Management
Texas
$27.1K +$28.2K +116 New
AFC
808
Ares Financial Consulting
California
$27K +$27.5K +113 New
BW
809
Basepoint Wealth
Iowa
$27K +$243 +1 +0.9%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$26.4K +$6.33K +26 +30%
SGK
811
Steigerwald Gordon & Koch
Virginia
$22.2K -$5.35K -22 -19%
FHC
812
First Horizon Corporation
Tennessee
$21.9K +$243 +1 +1%
JWA
813
JFS Wealth Advisors
Pennsylvania
$21.3K +$487 +2 +2%
SR
814
Swiss Re
Switzerland
$21.2K
MB
815
MidFirst Bank
Oklahoma
$20.5K +$21.4K +88 New
SG
816
Sankala Group
Colorado
$20.5K
CWP
817
Clark Wealth Partners
Illinois
$20.4K
WETS
818
Wealth Enhancement Trust Services
South Dakota
$19.8K +$19.2K +79 +1,317%
PWMG
819
Private Wealth Management Group
New Jersey
$19.6K
WT
820
Whittier Trust
California
$19.4K
BCM
821
Boreal Capital Management
Florida
$19.2K
HWP
822
Highline Wealth Partners
California
$18.9K +$14.8K +61 +305%
PPC
823
Park Place Capital
Alabama
$17.5K +$15.8K +65 +650%
BIAS
824
Beacon Investment Advisory Services
New Jersey
$17.5K +$18.3K +75 New
AWA
825
Acumen Wealth Advisors
Tennessee
$16.3K +$17K +70 New