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Ferguson

872 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 318 increasing their positions, 291 reducing their positions, and 52 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: 92.54%90.23% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
872
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
SA
851
Seneschal Advisors
Washington
$899
CWP
852
Concord Wealth Partners
Virginia
$898
BFS
853
Bare Financial Services
Pennsylvania
$898
VWA
854
Valued Wealth Advisors
Utah
$677
BI
855
Binnacle Investments
Iowa
$674
FC
856
Financial Consulate
Maryland
$674
BMC
857
Bear Mountain Capital
Washington
$489
QWM
858
Quaker Wealth Management
New Jersey
$450
BIM
859
Breakwater Investment Management
Washington
$450
CFD
860
Creative Financial Designs
Indiana
$449
NSIM
861
North Star Investment Management
Illinois
$449
HNW
862
High Note Wealth
Minnesota
$449
DCM
863
Davis Capital Management
Florida
$449
AG
864
AmeriFlex Group
Nevada
$449
Q1WB
865
Quest 10 Wealth Builders
Virginia
$371
RS
866
Rakuten Securities
Japan
$225
TFM
867
TFC Financial Management
Massachusetts
$225
PWAM
868
Private Wealth Asset Management
Iowa
$225
GWSG
869
GPS Wealth Strategies Group
Colorado
$225
IAS
870
IMA Advisory Services
Colorado
$225
PAM
871
Palisade Asset Management
Minnesota
$225
BHWM
872
Beaird Harris Wealth Management
Texas
$176
Norges Bank
873
Norges Bank
Norway
Axa
874
Axa
France
RRAM
875
River Road Asset Management
Kentucky