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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
MAM
826
Meeder Asset Management
Ohio
$16.3K -$4.62K -19 -21%
BIA
827
Bell Investment Advisors
California
$15.9K +$2.43K +10 +17%
WAG
828
Wilkerson Advisory Group
Missouri
$15.6K +$8.03K +33 +97%
SC
829
SouthState Corp
Florida
$15.4K -$1.7K -7 -10%
MAFA
830
MJT & Associates Financial Advisory
Minnesota
$14.7K
RIL
831
Rothschild Investment LLC
Illinois
$14.2K -$11.9K -49 -45%
OC
832
Oakworth Capital
Alabama
$14.2K
PWA
833
Physician Wealth Advisors
Utah
$13.8K -$730 -3 -5%
CT
834
Clearstead Trust
Maine
$13.5K
C
835
Covestor
United Kingdom
$13K -$11K -45 -45%
AW
836
Avion Wealth
Texas
$13K +$973 +4 +7%
DWM
837
Dogwood Wealth Management
Kansas
$12.8K -$973 -4 -7%
KAS
838
Kemnay Advisory Services
New York
$11.9K -$6.57K -27 -35%
LWMI
839
Legacy Wealth Management (Idaho)
Idaho
$11.7K +$12.2K +50 New
SL
840
Salomon & Ludwin
Virginia
$11.5K -$11.2K -46 -48%
MCM
841
MV Capital Management
Maryland
$11K +$243 +1 +2%
BWL
842
Bogart Wealth LLC
Virginia
$11K +$9.98K +41 +683%
S
843
Sachetta
Massachusetts
$10K -$243 -1 -2%
SIM
844
Synergy Investment Management
Florida
$9.8K +$10.2K +42 New
WIM
845
Westside Investment Management
California
$9.64K
BHWM
846
Bay Harbor Wealth Management
Maryland
$9.33K +$2.92K +12 +43%
SWM
847
SHP Wealth Management
Massachusetts
$9.26K +$1.22K +5 +14%
JWM
848
JPL Wealth Management
Colorado
$8.9K +$9.25K +38 New
BGAI
849
Bruce G. Allen Investments
Colorado
$8.4K
WTA
850
Washington Trust Advisors
Massachusetts
$7.97K