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Forrester Research

94 hedge funds and large institutions have $87.7M invested in Forrester Research in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.05% less ownership

Funds ownership: 53.03%49.98% (-3%)

5% less funds holding

Funds holding: 9994 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

44% less capital invested

Capital invested by funds: $158M → $87.7M (-$70.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
33
Closed
20
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$563K +$399K +31,401 +106%
CI
27
Cambiar Investors
Colorado
$526K -$143K -11,245 -16%
Axa
28
Axa
France
$467K
BCM
29
Bridgeway Capital Management
Texas
$453K +$623K +49,000 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$443K +$47.1K +3,699 +8%
CCPM
31
Cooper Creek Partners Management
New York
$432K
SIM
32
SummerHaven Investment Management
Connecticut
$427K +$12K +943 +2%
AI
33
Acuitas Investments
Washington
$426K +$587K +46,120 New
Ameriprise
34
Ameriprise
Minnesota
$377K +$64.1K +5,040 +14%
Barclays
35
Barclays
United Kingdom
$376K -$89.5K -7,036 -15%
WVP
36
Worth Venture Partners
New Jersey
$333K +$458K +36,013 New
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$330K +$2.49K +196 +0.6%
PTC
38
Petrus Trust Company
Texas
$317K +$234K +18,410 +115%
AAM
39
Auxier Asset Management
Oregon
$309K
N
40
Nuveen
North Carolina
$299K
Bank of America
41
Bank of America
North Carolina
$287K +$60.4K +4,744 +18%
Millennium Management
42
Millennium Management
New York
$287K -$1.14M -89,634 -74%
Walleye Capital
43
Walleye Capital
New York
$250K +$158K +12,399 +85%
GCP
44
GSA Capital Partners
United Kingdom
$241K -$281K -22,112 -46%
TI
45
Trexquant Investment
Connecticut
$241K -$449K -35,309 -58%
AA
46
Ancora Advisors
Ohio
$232K +$1.17K +92 +0.4%
TCWM
47
Total Clarity Wealth Management
Illinois
$209K
Invesco
48
Invesco
Georgia
$194K -$31.5K -2,478 -11%
Jane Street
49
Jane Street
New York
$178K +$245K +19,247 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$173K +$85.2K +6,699 +56%