FERG icon

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
SA
901
Seneschal Advisors
Washington
$934
FC
902
Financial Consulate
Maryland
$934
SEP
903
Signature Equity Partners
Ohio
$933
Federated Hermes
904
Federated Hermes
Pennsylvania
$933
CW
905
Curio Wealth
Maryland
$933
AT
906
Arlington Trust
Alabama
$933
IWS
907
Intentional Wealth Strategies
Colorado
$933
SWP
908
Strategic Wealth Partners
Ohio
$578
TC
909
Trust Company
Kansas
$468
RWS
910
Retirement Wealth Solutions
Wisconsin
$467
CFD
911
Creative Financial Designs
Indiana
$467
TWM
912
TopTier Wealth Management
Wisconsin
$467
BMC
913
Bear Mountain Capital
Washington
$263
QWM
914
Quaker Wealth Management
New Jersey
$234
IAS
915
IMA Advisory Services
Colorado
$234
TFM
916
TFC Financial Management
Massachusetts
$234
TCM
917
Triumph Capital Management
Colorado
$234
AG
918
AmeriFlex Group
Nevada
$233
RS
919
Rakuten Securities
Japan
$233
DCM
920
Davis Capital Management
Florida
$233
BHWM
921
Beaird Harris Wealth Management
Texas
$182
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6
Norges Bank
923
Norges Bank
Norway
Capital World Investors
924
Capital World Investors
California
RCMU
925
Rokos Capital Management (UK)
United Kingdom