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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
RWPA
826
Richard W. Paul & Associates
Michigan
$2.25K
SC
827
SouthState Corp
Florida
$2.02K
EWP
828
Elevation Wealth Partners
California
$2.02K
TC
829
Trust Company
Kansas
$2.02K
ME
830
McIlrath & Eck
Washington
$1.8K
AWM
831
Activest Wealth Management
Florida
$1.8K
HIA
832
HFM Investment Advisors
New Jersey
$1.8K
AWM
833
Abound Wealth Management
Tennessee
$1.76K
Kayne Anderson Rudnick Investment Management
834
Kayne Anderson Rudnick Investment Management
California
$1.57K
PA
835
Pineridge Advisors
Missouri
$1.57K
AP
836
Aspect Partners
Virginia
$1.57K
RWS
837
Retirement Wealth Solutions
Wisconsin
$1.35K
BWL
838
Bogart Wealth LLC
Virginia
$1.35K
RA
839
Ransom Advisory
Rhode Island
$1.12K
GA
840
Guerra Advisors
Florida
$1.12K
NWM
841
Nova Wealth Management
Florida
$1.07K
ACA
842
American Capital Advisory
Idaho
$899
SA
843
Seneschal Advisors
Washington
$899
CWP
844
Concord Wealth Partners
Virginia
$898
BFS
845
Bare Financial Services
Pennsylvania
$898
VWA
846
Valued Wealth Advisors
Utah
$677
BI
847
Binnacle Investments
Iowa
$674
FC
848
Financial Consulate
Maryland
$674
BMC
849
Bear Mountain Capital
Washington
$489
QWM
850
Quaker Wealth Management
New Jersey
$450