FERG Ferguson Enterprises Inc.

NYSE
$214.26

Ferguson Enterprises Inc. (FERG) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+23.64
34 buyers / 21 sellers
BUYING
Funds compared
57
funds with comparable FERG positions
46 current holders · 50 prior-quarter holders
Net share change
+3.51M
+5.20M added, -1.69M cut
Position activity
7 new 27 increased 10 reduced 11 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
XN Growth Tech Increased +270.0K +110.0% $64.1M 3.2% 74
Durable Capital Partners Growth Increased +787.8K +35.9% $187.0M 6.9% 70
D1 Capital Partners L.P. Increased +932.7K +267.0% $221.4M 0.9% 67
MARSHALL WACE, LLP Long/Short Increased +1.19M +145.7% $281.6M 0.6% 63
Southpoint Capital Advisors Long/Short Reduced -350.0K -58.3% $83.1M 1.3% 60
Egerton Capital Long/Short Growth Increased +371.8K +58.6% $88.2M 2.3% 60
59 North Capital Management Long/Short Increased +175.2K +12.3% $41.6M 8.5% 60
Rokos Capital Management Macro New +34.8K $8.3M 0.2% 59
Foxhaven Asset Management Long/Short Growth Increased +105.1K +7.6% $25.0M 9.4% 58
Voloridge Investment Management Quant Sold Out -104.7K -100.0% $24.9M 0.0% 58

Most significant buyers

By move score, not size.

  • XN Increased · +270.0K
  • Durable Capital Partners Increased · +787.8K
  • D1 Capital Partners L.P. Increased · +932.7K
  • MARSHALL WACE, LLP Increased · +1.19M
  • Egerton Capital Increased · +371.8K

Most significant sellers

By move score, not size.

  • Southpoint Capital Advisors Reduced · -350.0K
  • Voloridge Investment Management Sold Out · -104.7K
  • Steadfast Capital Management Sold Out · -6.4K
  • ExodusPoint Capital Management Sold Out · -45.6K
  • Verition Fund Management Sold Out · -13.3K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
XN 1 515.4K 245.4K +270.0K +110.0% 3.2% Increased 74
Durable Capital Partners 1 3.0M 2.2M +787.8K +35.9% 6.9% Increased 70
D1 Capital Partners L.P. 1 1.3M 349.3K +932.7K +267.0% 0.9% Increased 67
MARSHALL WACE, LLP 2 2.0M 814.7K +1.19M +145.7% 0.6% Increased 63
Southpoint Capital Advisors 2 250.0K 600.0K -350.0K -58.3% 1.3% Reduced 60
Egerton Capital 1 1.0M 634.3K +371.8K +58.6% 2.3% Increased 60
59 North Capital Management 1 1.6M 1.4M +175.2K +12.3% 8.5% Increased 60
Rokos Capital Management 2 34.8K 0 +34.8K 0.2% New 59
Foxhaven Asset Management 1 1.5M 1.4M +105.1K +7.6% 9.4% Increased 58
Voloridge Investment Management 2 0 104.7K -104.7K -100.0% 0.0% Sold Out 58
Steadfast Capital Management 2 0 6.4K -6.4K -100.0% 0.0% Sold Out 57
ExodusPoint Capital Management 3 0 45.6K -45.6K -100.0% 0.0% Sold Out 57
TWO SIGMA INVESTMENTS, LP 2 3.2K 0 +3.2K 0.0% New 57
Verition Fund Management 2 0 13.3K -13.3K -100.0% 0.0% Sold Out 56
Tudor Investment Corporation 2 28.8K 0 +28.8K 0.0% New 56
Chilton Investment Company 2 109.3K 15.2K +94.2K +621.7% 0.7% Increased 56
Hudson Bay Capital Management 3 21.0K 0 +21.0K 0.0% New 55
Trexquant Investment 3 0 70.5K -70.5K -100.0% 0.0% Sold Out 55
Moore Capital Management 3 0 13.6K -13.6K -100.0% 0.0% Sold Out 55
Magnetar Capital 2 0 3.2K -3.2K -100.0% 0.0% Sold Out 54
RENAISSANCE TECHNOLOGIES LLC 1 43.9K 7.5K +36.4K +488.7% 0.0% Increased 54
Weiss Asset Management 2 0 2.5K -2.5K -100.0% 0.0% Sold Out 54
Aquatic Capital Management 4 42.1K 0 +42.1K 0.3% New 54
Lighthouse Investment Partners 3 0 23.2K -23.2K -100.0% 0.0% Sold Out 54
Man Group 3 401.4K 56.2K +345.2K +613.8% 0.2% Increased 53
Point72 Asset Management, L.P. 1 356.9K 202.3K +154.6K +76.4% 0.1% Increased 52
Edgestream Partners 4 0 32.0K -32.0K -100.0% 0.0% Sold Out 52
Centiva Capital 4 17.0K 0 +17.0K 0.2% New 51
Soroban Capital Partners 1 2.4M 2.4M +30.4K +1.3% 4.1% Increased 51
Winton Group 4 9.2K 0 +9.2K 0.1% New 51
Graham Capital Management 3 0 2.3K -2.3K -100.0% 0.0% Sold Out 49
Schonfeld Strategic Advisors 3 59.1K 21.6K +37.5K +173.5% 0.1% Increased 47
Voleon Capital Management 3 4.4K 2.1K +2.3K +107.9% 0.0% Increased 45
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 340.1K 706.3K -366.2K -51.8% 0.1% Reduced 45
Brevan Howard Capital Management 3 34.8K 18.3K +16.5K +90.2% 0.2% Increased 44
Holocene Advisors, LP 2 1.3M 973.9K +324.6K +33.3% 0.7% Increased 42
Squarepoint Ops LLC 2 924 3.8K -2.8K -75.4% 0.0% Reduced 42
Capstone Investment Advisors 3 1.6K 882 +716 +81.2% 0.0% Increased 42
CITADEL ADVISORS LLC 1 252.5K 439.3K -186.8K -42.5% 0.0% Reduced 42
Skye Global Management 1 248.0K 210.0K +38.0K +18.1% 1.2% Increased 40
Balyasny Asset Management L.P. 2 379.7K 547.1K -167.3K -30.6% 0.2% Reduced 39
Suvretta Capital Management 2 246.8K 211.9K +34.9K +16.5% 1.3% Increased 39
Engineers Gate 4 25.3K 71.1K -45.7K -64.3% 0.1% Reduced 38
Bridgewater Associates 1 44.7K 38.3K +6.4K +16.7% 0.1% Increased 36
Gotham Asset Management, LLC 2 108.9K 163.0K -54.1K -33.2% 0.1% Reduced 36
MILLENNIUM MANAGEMENT LLC 2 1.0M 1.2M -202.6K -16.2% 0.2% Reduced 36
Jain Global 3 134.8K 95.6K +39.2K +41.0% 0.5% Increased 35
Atreides Management 1 147.8K 146.4K +1.4K +1.0% 0.3% Increased 34
Woodline Partners LP 2 11.1K 7.7K +3.4K +45.0% 0.0% Increased 34
D. E. Shaw & Co., Inc. 1 105.6K 88.3K +17.3K +19.6% 0.0% Increased 34
Qube Research & Technologies Ltd 2 1.2M 1.2M +24.9K +2.1% 0.3% Increased 29
Capula Management 2 28.5K 30.5K -1.9K -6.3% 0.1% Reduced 27
Y-Intercept 4 12.5K 9.7K +2.9K +29.5% 0.1% Increased 25
Boothbay Fund Management 4 36.7K 31.2K +5.4K +17.4% 0.2% Increased 25
AQR Capital Management 3 434.6K 434.8K -206 -+0.0% 0.0% Reduced 20
Trian Fund Management 1 1.1M 1.1M 0 +0.0% 6.1% Unchanged 55
LMR Partners 3 31.5K 31.5K 0 +0.0% 0.1% Unchanged 17

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.