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Ferguson

921 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, 295 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 903921 (+18)

1.14% more ownership

Funds ownership: 92.55%93.69% (+1.1%)

4% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $64.2M

Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$64.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
826
MJT & Associates Financial Advisory
Minnesota
$14.7K
RIL
827
Rothschild Investment LLC
Illinois
$14.2K
OC
828
Oakworth Capital
Alabama
$14.2K
PWA
829
Physician Wealth Advisors
Utah
$13.8K
CT
830
Clearstead Trust
Maine
$13.5K
C
831
Covestor
United Kingdom
$13K
AW
832
Avion Wealth
Texas
$13K
DWM
833
Dogwood Wealth Management
Kansas
$12.8K
KAS
834
Kemnay Advisory Services
New York
$11.9K
LWMI
835
Legacy Wealth Management (Idaho)
Idaho
$11.7K
SL
836
Salomon & Ludwin
Virginia
$11.5K
MCM
837
MV Capital Management
Maryland
$11K
BWL
838
Bogart Wealth LLC
Virginia
$11K
S
839
Sachetta
Massachusetts
$10K
SIM
840
Synergy Investment Management
Florida
$9.8K
WIM
841
Westside Investment Management
California
$9.64K
BHWM
842
Bay Harbor Wealth Management
Maryland
$9.33K
SWM
843
SHP Wealth Management
Massachusetts
$9.26K
JWM
844
JPL Wealth Management
Colorado
$8.9K
BGAI
845
Bruce G. Allen Investments
Colorado
$8.4K
WTA
846
Washington Trust Advisors
Massachusetts
$7.97K
CH
847
Cromwell Holdings
Wyoming
$7.96K
WA
848
Whipplewood Advisors
Colorado
$7.93K
RWM
849
Rialto Wealth Management
New York
$7.46K
KFI
850
Key Financial Inc
Pennsylvania
$7.23K