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Forum Energy Technologies

133 hedge funds and large institutions have $308M invested in Forum Energy Technologies in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more capital invested

Capital invested by funds: $206M → $308M (+$102M)

22% more funds holding

Funds holding: 109133 (+24)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

8.45% more ownership

Funds ownership: 64.66%73.11% (+8.4%)

Holders
133
Holders Change
+24
Holders Change %
+22.02%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
34
Increased
43
Reduced
38
Closed
10
Calls
$1.43M
Puts
Net Calls
+$1.43M
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.02M +$1.61M +51,739 +172%
Morgan Stanley
27
Morgan Stanley
New York
$2.99M -$7.66K -247 -0.3%
EF
28
Empowered Funds
Pennsylvania
$2.23M +$841K +27,118 +82%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.19M +$264K +8,500 +17%
Bank of America
30
Bank of America
North Carolina
$2.19M -$14K -450 -0.8%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$2.16M +$265K +8,539 +17%
IWA
32
Icon Wealth Advisors
Texas
$2.16M -$1.04M -33,384 -36%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.03M +$203K +6,540 +13%
AG
34
Algert Global
California
$1.76M +$1.48M +47,719 New
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$1.74M +$1.46M +46,994 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.7M +$754K +24,313 +112%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$1.68M +$543K +17,507 +63%
Citadel Advisors
38
Citadel Advisors
Florida
$1.44M +$140K +4,515 +13%
EI
39
EAM Investors
California
$1.42M
UBS Group
40
UBS Group
Switzerland
$1.37M +$487K +15,686 +74%
SEI Investments
41
SEI Investments
Pennsylvania
$1.26M +$810K +26,104 +327%
TI
42
Trexquant Investment
Connecticut
$1.2M +$77.9K +2,509 +8%
RWM
43
Ritholtz Wealth Management
New York
$1.2M +$1M +32,355 New
PAM
44
Panagora Asset Management
Massachusetts
$1.11M -$175K -5,649 -16%
N
45
Nuveen
North Carolina
$1.11M
TC
46
Tejara Capital
United Kingdom
$1.1M -$4.01M -129,196 -81%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.08M +$10.7K +345 +1%
Charles Schwab
48
Charles Schwab
California
$1.08M -$92.7K -2,986 -9%
Barclays
49
Barclays
United Kingdom
$1.04M -$4.41K -142 -0.5%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$959K +$157K +5,063 +24%