Forian
FORA
FORA was delisted on the 14th of May, 2026.
33 hedge funds and large institutions have $9.76M invested in Forian in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
22% more funds holding
Funds holding: 27 → 33 (+6)
9% more capital invested
Capital invested by funds: $8.98M → $9.76M (+$780K)
1.91% more ownership
Funds ownership: 13.36% → 15.27% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$1.16M |
| 2 |
VF
Virtu Financial
New York
|
+$29.7K |
| 3 |
Renaissance Technologies
New York
|
+$24.1K |
| 4 |
OIM
Oracle Investment Management
Greenwich,
Connecticut
|
+$20.7K |
| 5 |
JP Morgan Chase
New York
|
+$5.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$21.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.22K |
| 3 |
Morgan Stanley
New York
|
-$5.4K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.63K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$3.89K |
FORA Hedge Fund Activity: Q4 2024 in Review
33 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Forian (FORA) for Q4 2024, worth a combined $9.76M — up 8.7% from $8.98M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FORA positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Elser Financial Planning, opening a new position worth an estimated $1.16M. The largest seller was Independent Advisor Alliance, cutting an estimated $21.3K.
- 33 institutional investors held Forian (FORA) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $9.76M of Forian stock for Q4 2024, up 8.7% quarter-over-quarter.
- 8 funds opened new Forian positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest Forian buyer in Q4 2024 was Elser Financial Planning, an estimated $1.16M added.
- The largest Forian seller in Q4 2024 was Independent Advisor Alliance, an estimated $21.3K sold.
Based on aggregated 13F filings for Q4 2024.