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Forum Energy Technologies

194 hedge funds and large institutions have $523M invested in Forum Energy Technologies in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 13

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

70% more capital invested

Capital invested by funds: $308M → $523M (+$215M)

46% more funds holding

Funds holding: 133194 (+61)

5.57% more ownership

Funds ownership: 73.11%78.67% (+5.6%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
75
Increased
62
Reduced
36
Closed
13
Calls
$4.78M
Puts
Net Calls
+$4.78M
Net Calls Change
+$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Algert Global
California
$5.01M +$1.91M +37,710 +79%
EF
27
Empowered Funds
Pennsylvania
$4.61M +$929K +18,301 +30%
Ameriprise
28
Ameriprise
Minnesota
$4.55M -$764K -15,049 -16%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$4.35M +$3.77M +74,208 New
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$4.31M +$1.35M +26,522 +56%
Bank of America
31
Bank of America
North Carolina
$4.18M +$609K +12,000 +20%
HF
32
HRT Financial
New York
$4.17M +$3.61M +71,138 New
SEI Investments
33
SEI Investments
Pennsylvania
$4.08M +$1.8M +35,393 +104%
TI
34
Trexquant Investment
Connecticut
$3.89M +$1.72M +33,860 +104%
Millennium Management
35
Millennium Management
New York
$3.83M -$859K -16,925 -21%
IWA
36
Icon Wealth Advisors
Texas
$3.77M
Invesco
37
Invesco
Georgia
$3.25M -$2.27M -44,777 -45%
RWM
38
Ritholtz Wealth Management
New York
$3.18M +$1.11M +21,940 +68%
PAM
39
Panagora Asset Management
Massachusetts
$3.15M +$1.2M +23,573 +78%
Franklin Resources
40
Franklin Resources
California
$3.05M +$2.64M +51,968 New
Citadel Advisors
41
Citadel Advisors
Florida
$2.98M +$600K +11,823 +30%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.85M -$328K -6,461 -12%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.78M +$2.4M +47,307 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.76M +$2.32M +45,768 +3,483%
Pacer Advisors
45
Pacer Advisors
Pennsylvania
$2.73M +$2.36M +46,476 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$2.54M -$108K -2,121 -5%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$2.46M +$1.76M +34,693 +480%
Charles Schwab
48
Charles Schwab
California
$2.3M +$498K +9,820 +33%
EI
49
EAM Investors
California
$2.26M
EGM
50
Engineers Gate Manager
New York
$2.07M +$1.79M +35,204 New