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Forrester Research
FORR

Overview Fund Activity

102 hedge funds and large institutions have $92.4M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$4.07M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.75M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$801K
4
PCM
4
Portolan Capital Management
Massachusetts
$3.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$11.1M
2
CI
2
Cambiar Investors
Colorado
$0
3
ICM
3
Invenomic Capital Management
Massachusetts
$2.76M
4
AI
4
Acuitas Investments
Washington
$0
5
WVP
5
Worth Venture Partners
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$179K 18,087 +300 +2%
Bank of America
52
Bank of America
North Carolina
$177K 17,913 -13,199 -42%
CSS
53
Cubist Systematic Strategies
Connecticut
$176K 17,748 +17,748 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$174K 17,620 +1,600 +10%
Squarepoint
55
Squarepoint
New York
$170K 17,196 +17,196 New
QC
56
Quadrature Capital
United Kingdom
$161K 16,223 +16,223 New
Marshall Wace
57
Marshall Wace
United Kingdom
$131K 13,251 +13,251 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$123K 12,453 -845 -6%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$109K 11,019 – –
VPIM
60
Vanguard Personalized Indexing Management
California
$104K 10,528 +10,528 New
EW
61
Evoke Wealth
California
$99.7K 10,074 +10,074 New
SEI Investments
62
SEI Investments
Pennsylvania
$99.2K 10,022 +10,022 New
Wells Fargo
63
Wells Fargo
California
$72.8K 7,350 -2,490 -25%
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$66K 6,666 -312 -4%
UBS Group
65
UBS Group
Switzerland
$57.4K 5,795 -3,602 -38%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$52.5K 5,304 +2,686 +103%
Citigroup
67
Citigroup
New York
$47.2K 4,770 -3,729 -44%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$47K 4,699 – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$42K 4,244 +3,126 +280%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K 4,050 +2,650 +189%
PFSRSONJ
71
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.2K 3,253 – –
Victory Capital Management
72
Victory Capital Management
Texas
$25.2K 2,547 – –
TRCT
73
Tower Research Capital (TRC)
New York
$18.6K 1,880 -118 -6%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$12.8K 1,294 +1,294 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$12.2K 1,233 -17,482 -93%
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