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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
UBS Group
51
UBS Group
Switzerland
$1.79M -$327K -6,446 -17%
IFG
52
Independent Financial Group
California
$1.79M +$1.55M +30,451 New
Walleye Capital
53
Walleye Capital
New York
$1.63M +$1.41M +27,813 New
Marshall Wace
54
Marshall Wace
United Kingdom
$1.47M +$1.27M +25,004 New
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.26M -$402K -7,918 -27%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$1.21M +$183K +3,610 +21%
LPL Financial
57
LPL Financial
California
$1.2M +$1.04M +20,407 New
CA
58
Clearstead Advisors
Ohio
$1.17M -$254 -5 -0%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.16M +$174K +3,428 +21%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.01M +$392K +7,715 +82%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$987K +$854K +16,830 New
Creative Planning
62
Creative Planning
Kansas
$962K +$385K +7,578 +86%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$927K -$1.54M -30,279 -66%
Principal Financial Group
64
Principal Financial Group
Iowa
$912K +$789K +15,550 New
IQI
65
Integrated Quantitative Investments
Washington
$912K +$789K +15,546 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$877K +$759K +14,959 New
Victory Capital Management
67
Victory Capital Management
Texas
$856K +$27.2K +536 +4%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$845K -$36.5K -719 -5%
Citigroup
69
Citigroup
New York
$804K +$683K +13,468 +5,805%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$775K +$169K +3,339 +34%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$749K -$671K -13,216 -51%
CAU
72
Caxton Associates (UK)
$732K +$633K +12,480 New
Man Group
73
Man Group
United Kingdom
$720K +$91.6K +1,805 +17%
Mariner
74
Mariner
Kansas
$693K +$600K +11,816 New
CIM
75
Cambria Investment Management
California
$678K +$587K +11,558 New