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Forrester Research

103 hedge funds and large institutions have $64.3M invested in Forrester Research in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

7.41% more ownership

Funds ownership: 51.78%59.19% (+7.4%)

6% less funds holding

Funds holding: 109103 (-6)

20% less capital invested

Capital invested by funds: $79.9M → $64.3M (-$15.6M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.79M

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
28
Closed
24
Calls
Puts
$3.79M
Net Calls
-$3.79M
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
26
Kestrel Investment Management
California
$518K
Charles Schwab
27
Charles Schwab
California
$503K -$33.1K -4,850 -5%
Jane Street
28
Jane Street
New York
$489K +$590K +86,342 New
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$419K +$506K +73,978 New
CS
30
Clear Street
New York
$396K +$478K +69,942 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$389K +$15.5K +2,266 +3%
KPF
32
K2 Principal Fund
Ontario, Canada
$284K +$343K +50,178 New
CCPM
33
Cooper Creek Partners Management
New York
$265K
Bank of America
34
Bank of America
North Carolina
$258K -$190K -27,769 -38%
Ameriprise
35
Ameriprise
Minnesota
$245K -$15.2K -2,226 -5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$225K -$5.44K -796 -2%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$218K +$93.6K +13,700 +55%
Federated Hermes
38
Federated Hermes
Pennsylvania
$214K -$1.37M -199,811 -84%
Barclays
39
Barclays
United Kingdom
$199K -$106K -15,530 -31%
Squarepoint
40
Squarepoint
New York
$197K +$25.3K +3,701 +12%
TI
41
Trexquant Investment
Connecticut
$190K -$156K -22,813 -40%
XT
42
XTX Topco
Cayman Islands
$149K +$179K +26,238 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$146K -$660K -96,513 -79%
AllianceBernstein
44
AllianceBernstein
Tennessee
$143K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$134K +$162K +23,762 New
Simplex Trading
46
Simplex Trading
Illinois
$128K +$154K +22,550 New
Invesco
47
Invesco
Georgia
$117K +$19.3K +2,826 +16%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$114K -$242K -35,399 -64%
N
49
Nuveen
North Carolina
$106K +$964 +141 +0.8%
IC
50
Inscription Capital
Texas
$97.2K +$41K +6,000 +54%