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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
CIA
1001
Cape Investment Advisory
Georgia
-$14.7K -66 Closed
ANBT
1002
American National Bank & Trust
Texas
-$11.8K -53 Closed
UFPG
1003
United Financial Planning Group
New York
-$9.8K -44 Closed
AUB
1004
Atlantic Union Bankshares
Virginia
-$5.79K -26 Closed
DI
1005
DAGCO Inc
Ohio
-$5.12K -23 Closed
LAS
1006
Lloyd Advisory Services
Georgia
-$4.67K -21 Closed
CIAS
1007
CBIZ Investment Advisory Services
Ohio
-$4.23K -19 Closed
EW
1008
Elyxium Wealth
California
-$3.34K -15 Closed
VWM
1009
Valley Wealth Managers
New Jersey
-$3.34K -15 Closed
WW
1010
Winnow Wealth
Texas
-$3.35K -15 Closed
IW
1011
Imprint Wealth
South Carolina
-$2K -9 Closed
CWP
1012
Concord Wealth Partners
Virginia
-$891 -4 Closed
JFA
1013
JNBA Financial Advisors
Minnesota
-$891 -4 Closed
VWA
1014
Valued Wealth Advisors
Utah
-$668 -3 Closed
BIM
1015
Breakwater Investment Management
Washington
-$446 -2 Closed
OC
1016
Optima Capital
Oregon
-$445 -2 Closed
Q1WB
1017
Quest 10 Wealth Builders
Virginia
-$367 -2 Closed
SRCM
1018
Signature Resources Capital Management
California
-$445 -2 Closed
EWP
1019
Elevation Wealth Partners
California
-$223 -1 Closed
PWAM
1020
Private Wealth Asset Management
Iowa
-$223 -1 Closed