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Forrester Research

109 hedge funds and large institutions have $79.9M invested in Forrester Research in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 47.96%51.78% (+3.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 111109 (-2)

18% less capital invested

Capital invested by funds: $96.9M → $79.9M (-$17M)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $4.06M

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
43
Closed
17
Calls
$6K
Puts
$4.06M
Net Calls
-$4.05M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$804K +$500K +63,685 +180%
AQR Capital Management
27
AQR Capital Management
Connecticut
$801K -$199K -25,277 -20%
Charles Schwab
28
Charles Schwab
California
$762K -$12.6K -1,598 -2%
KIM
29
Kestrel Investment Management
California
$743K -$28.3K -3,600 -4%
Goldman Sachs
30
Goldman Sachs
New York
$709K +$45.1K +5,745 +7%
First Manhattan
31
First Manhattan
New York
$708K +$685K +87,200 New
Bank of America
32
Bank of America
North Carolina
$596K +$160K +20,434 +39%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$540K +$142K +18,136 +38%
TCM
34
Topline Capital Management
California
$529K +$512K +65,168 New
TI
35
Trexquant Investment
Connecticut
$458K +$191K +24,304 +76%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$451K -$167K -21,282 -28%
Barclays
37
Barclays
United Kingdom
$412K +$13.4K +1,712 +3%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$385K -$249K -31,759 -40%
CCPM
39
Cooper Creek Partners Management
New York
$380K
Ameriprise
40
Ameriprise
Minnesota
$370K -$20.5K -2,610 -5%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$321K -$20.7K -2,631 -6%
AA
42
Ancora Advisors
Ohio
$297K -$344K -43,804 -54%
ETC
43
Exchange Traded Concepts
Oklahoma
$275K +$266K +33,886 New
Squarepoint
44
Squarepoint
New York
$253K +$21.6K +2,752 +10%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$242K +$234K +29,768 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$202K -$127K -16,219 -40%
Corient Private Wealth
47
Corient Private Wealth
Florida
$186K +$180K +22,884 New
GCM
48
Graham Capital Management
Connecticut
$159K +$53.3K +6,787 +53%
N
49
Nuveen
North Carolina
$150K
Invesco
50
Invesco
Georgia
$144K +$7.36K +937 +6%