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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
IC
51
IEQ Capital
California
$92.5K +$25.9K +3,794 +30%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$82.4K -$3.38K -494 -3%
AAM
53
Auxier Asset Management
Oregon
$74K -$5.47K -800 -6%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$71.3K -$2.58K -377 -3%
American Century Companies
55
American Century Companies
Missouri
$66.3K
SO
56
STRS Ohio
Ohio
$62.8K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$52.8K +$26.5K +3,877 +71%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$41.1K +$21.6K +3,167 +77%
Deutsche Bank
59
Deutsche Bank
Germany
$41.1K
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$35.7K -$48.8K -7,138 -53%
Mirae Asset Global ETFs Holdings
61
Mirae Asset Global ETFs Holdings
Hong Kong
$31.7K +$929 +136 +2%
VCM
62
Versant Capital Management
Arizona
$29K +$4.68K +685 +15%
EP
63
Elkhorn Partners
Nebraska
$28.3K +$13.7K +2,000 +67%
JP Morgan Chase
64
JP Morgan Chase
New York
$27.7K -$1.33M -194,712 -98%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$26.8K +$24.4K +3,567 +308%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$26.6K
Wells Fargo
67
Wells Fargo
California
$24.6K -$58.1K -8,494 -66%
VGA
68
Vanguard Global Advisers
Pennsylvania
$22.9K +$27.7K +4,049 New
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.4K
UBS Group
70
UBS Group
Switzerland
$15.3K +$9.38K +1,373 +104%
TRCT
71
Tower Research Capital (TRC)
New York
$14.2K +$6.25K +915 +58%
AAP
72
Arax Advisory Partners
Colorado
$8.9K +$9.9K +1,448 +1,168%
EP
73
Essential Partners
California
$6.68K +$5.16K +755 +178%
Citigroup
74
Citigroup
New York
$6.36K -$41.2K -6,035 -84%
GI
75
GAMMA Investing
California
$6.13K -$17.8K -2,605 -71%