Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FERGUSON ENTERPRISES INC (FERG)

872 + Investors. Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
4Q ▲
Buyers last Q
50%

Smart Money Signals — FERG

Based on 856 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
856 hedge funds hold FERG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+206 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

421 buying424 selling
Last quarter: 421 funds bought or added vs 424 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 108 → 166 → 150 → 132. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 31% entered in last year

■ 2% conviction (2yr+) ■ 66% medium ■ 31% new
Only 20 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~132 new funds/quarter

108 → 108 → 166 → 150 → 132 new funds/Q
New funds entering each quarter: 108 → 166 → 150 → 132. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 42% new entrants

■ 2% veterans ■ 56% 1-2yr ■ 42% new
Of 872 current holders: 17 (2%) held 2+ years, 485 held 1–2 years, 370 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
47 of 856 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FERG

How many hedge funds hold FERG — quarterly history vs. share price
Quarterly hedge fund ownership of FERG vs. share price

Market Analysis: FERG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FERG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

91 top-rated funds 14 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: FERG
2026 Q1 Stats Unlock in 22 days 872 + Investors

Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 872 847 2.95%
13F Shares 179M 176M 2.2%
Total Value $39.75B $39.22B 1.34%
New Positions 133 150 -17
Increased Positions 308 342 -34
Closed Positions 106 67 +39
Reduced Positions 350 312 +38
Total Calls 11 13 -15.38%
Total Puts 6 11 -45.45%
PUT/CALL Ratio 0.55 0.85 Bullish

Statistics: FERG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

872 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FERG. Verified SEC 13F-HR filings.

Top 25 institutional holders of FERG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clio Asset Management LLC 9.73% 49,789 $11.6M
2 TRAN CAPITAL MANAGEMENT, L.P. 5.22% 163,061 $38.0M
3 DUDLEY & SHANLEY, INC. 3.98% 104,175 $24.3M
4 Nexus Investment Management ULC 3.26% 100,031 $23.3M
5 Clean Yield Group 1.78% 27,172 $6.3M
6 Cannon Global Investment Management, LLC 1.37% 3,000 $700K
7 Canal Capital Management, LLC 1.18% 37,361 $8.7M
8 Norman Fields, Gottscho Capital Management, LLC 1.14% 14,773 $3.4M
9 GUYASUTA INVESTMENT ADVISORS INC 1.11% 82,091 $19.1M
10 USS Investment Management Ltd 1.08% 1,183,017 $276.0M
11 Trium Capital LLP 1.04% 6,326 $1.5M
12 Sterling Capital Management LLC 1.01% 229,230 $53.5M
13 Fisher Funds Management LTD 1.01% 147,016 $34.3M
14 Phraction Management LLC 0.89% 18,435 $4.3M
15 MOODY LYNN LIEBERSON & WALKER, LLC 0.87% 66,598 $15.5M
16 Cox Capital Mgt LLC 0.76% 4,887 $1.1M
17 Perpetual Ltd 0.74% 207,803 $48.5M
18 Oliver Luxxe Assets LLC 0.72% 20,508 $4.8M
19 Pictet Asset Management Holding SA 0.71% 2,868,181 $668.8M
20 DIVERSIFIED MANAGEMENT INC 0.69% 17,358 $4.0M
21 Live Oak Private Wealth LLC 0.63% 19,278 $4.5M
22 Monument Capital Management 0.60% 10,219 $2.4M
23 KIECKHEFER GROUP LLC 0.44% 4,000 $933K
24 Asset Advisors Investment Management, LLC 0.44% 19,778 $4.6M
25 HF Advisory Group, LLC 0.39% 4,923 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FERGUSON ENTERPRISES INC (FERG)

What does the Smart Money Trend signal show for FERG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FERG?

Slight buying edge — 50% buying: Last quarter: 421 funds bought or added vs 424 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FERG holders?

Elite ownership — 52% AUM from top-100 funds: 47 of 856 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FERG?

Mostly new holders — 31% entered in last year: Only 20 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.