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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
EGM
51
Engineers Gate Manager
New York
$165K -$954 -75 -0.4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$164K -$9.97K -784 -4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$154K +$212K +16,696 New
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$149K +$205K +16,130 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$148K -$12.5K -980 -6%
SG Americas Securities
56
SG Americas Securities
New York
$147K +$111K +8,761 +123%
A
57
AlphaQuest
New York
$132K +$57.1K +4,485 +46%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$123K -$21.7K -1,706 -11%
QCM
59
Quantinno Capital Management
New York
$118K +$163K +12,804 New
GCM
60
Graham Capital Management
Connecticut
$104K +$143K +11,279 New
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$102K
Wells Fargo
62
Wells Fargo
California
$90.9K +$37.7K +2,960 +43%
UBS Group
63
UBS Group
Switzerland
$86.8K -$203K -15,958 -63%
Citigroup
64
Citigroup
New York
$78.5K -$17.1K -1,348 -14%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$64.5K +$3.97K +312 +5%
CF
66
Corebridge Financial
Texas
$53K -$1.08K -85 -1%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$43.4K
PFSRSONJ
68
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.1K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$24.2K +$26K +2,044 +356%
Victory Capital Management
70
Victory Capital Management
Texas
$23.5K
TRCT
71
Tower Research Capital (TRC)
New York
$18.5K -$18.5K -1,457 -42%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$16K -$3.44K -270 -13%
VCM
73
Versant Capital Management
Arizona
$15K +$15.5K +1,216 +297%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9K +$17.8K +1,400 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.7K +605 +118%