We are live on ! Find out more
FORR icon

Forrester Research

104 hedge funds and large institutions have $92.6M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

11% more funds holding

Funds holding: 94104 (+10)

6% more capital invested

Capital invested by funds: $87.7M → $92.6M (+$4.85M)

0.92% less ownership

Funds ownership: 49.98%49.07% (-0.92%)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
37
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$179K +$2.98K +300 +2%
Bank of America
52
Bank of America
North Carolina
$177K -$131K -13,199 -42%
CSS
53
Cubist Systematic Strategies
Connecticut
$176K +$177K +17,748 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$174K +$15.9K +1,600 +10%
Squarepoint
55
Squarepoint
New York
$170K +$171K +17,196 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$166K +$915 +92 +0.6%
QC
57
Quadrature Capital
United Kingdom
$161K +$161K +16,223 New
Marshall Wace
58
Marshall Wace
United Kingdom
$131K +$132K +13,251 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$123K -$8.41K -845 -6%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$109K
VPIM
61
Vanguard Personalized Indexing Management
California
$104K +$105K +10,528 New
EW
62
Evoke Wealth
California
$99.7K +$100K +10,074 New
SEI Investments
63
SEI Investments
Pennsylvania
$99.2K +$99.7K +10,022 New
Wells Fargo
64
Wells Fargo
California
$72.8K -$24.8K -2,490 -25%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$66K -$3.1K -312 -4%
UBS Group
66
UBS Group
Switzerland
$57.4K -$35.8K -3,602 -38%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$52.5K +$26.7K +2,686 +103%
Citigroup
68
Citigroup
New York
$47.2K -$37.1K -3,729 -44%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$46.5K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$42K +$31.1K +3,126 +280%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K +$26.4K +2,650 +189%
PFSRSONJ
72
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.2K
Victory Capital Management
73
Victory Capital Management
Texas
$25.2K
TRCT
74
Tower Research Capital (TRC)
New York
$18.6K -$1.17K -118 -6%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$12.8K +$12.9K +1,294 New

FORR Hedge Fund Activity: Q2 2025 in Review

104 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2025, worth a combined $92.6M — up 5.5% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 13 closed out — a net gain of 10 holders — while 37 added to existing stakes and 30 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.95M. The largest seller was Royce & Associates, cutting an estimated $7.08M.

  • 104 institutional investors held Forrester Research (FORR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $92.6M of Forrester Research stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q2 2025 and 13 closed out, a net change of +10 holders.
  • The largest Forrester Research buyer in Q2 2025 was Pacific Ridge Capital Partners, an estimated $1.95M added.
  • The largest Forrester Research seller in Q2 2025 was Royce & Associates, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2025.