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Ferguson

871 hedge funds and large institutions have $39.9B invested in Ferguson in 2025 Q3 according to their latest regulatory filings, with 158 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
871
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
CWP
851
Concord Wealth Partners
Virginia
$898
BFS
852
Bare Financial Services
Pennsylvania
$898
VWA
853
Valued Wealth Advisors
Utah
$677
BI
854
Binnacle Investments
Iowa
$674
FC
855
Financial Consulate
Maryland
$674
BMC
856
Bear Mountain Capital
Washington
$489
QWM
857
Quaker Wealth Management
New Jersey
$450
BIM
858
Breakwater Investment Management
Washington
$450
CFD
859
Creative Financial Designs
Indiana
$449
NSIM
860
North Star Investment Management
Illinois
$449
HNW
861
High Note Wealth
Minnesota
$449
DCM
862
Davis Capital Management
Florida
$449
AG
863
AmeriFlex Group
Nevada
$449
Q1WB
864
Quest 10 Wealth Builders
Virginia
$371
RS
865
Rakuten Securities
Japan
$225
TFM
866
TFC Financial Management
Massachusetts
$225
PWAM
867
Private Wealth Asset Management
Iowa
$225
GWSG
868
GPS Wealth Strategies Group
Colorado
$225
IAS
869
IMA Advisory Services
Colorado
$225
PAM
870
Palisade Asset Management
Minnesota
$225
BHWM
871
Beaird Harris Wealth Management
Texas
$176
Norges Bank
872
Norges Bank
Norway
Axa
873
Axa
France
RRAM
874
River Road Asset Management
Kentucky
ECM
875
ExodusPoint Capital Management
New York