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Forrester Research
FORR

Overview Fund Activity

103 hedge funds and large institutions have $92.6M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
37
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
RA
Royce & Associates
New York
$11.1M
2
CI
Cambiar Investors
Colorado
$0
3
ICM
Invenomic Capital Management
Massachusetts
$2.76M
4
AI
Acuitas Investments
Washington
$0
5
WVP
Worth Venture Partners
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$179K +$2.97K +300 +2%
Bank of America
52
Bank of America
North Carolina
$177K -$131K -13,199 -42%
CSS
53
Cubist Systematic Strategies
Connecticut
$176K +$176K +17,748 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$174K +$15.8K +1,600 +10%
Squarepoint
55
Squarepoint
New York
$170K +$170K +17,196 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$166K +$911 +92 +0.6%
QC
57
Quadrature Capital
United Kingdom
$161K +$161K +16,223 New
Marshall Wace
58
Marshall Wace
United Kingdom
$131K +$131K +13,251 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$123K -$8.37K -845 -6%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$109K – – –
VPIM
61
Vanguard Personalized Indexing Management
California
$104K +$104K +10,528 New
EW
62
Evoke Wealth
California
$99.7K +$99.7K +10,074 New
SEI Investments
63
SEI Investments
Pennsylvania
$99.2K +$99.2K +10,022 New
Wells Fargo
64
Wells Fargo
California
$72.8K -$24.7K -2,490 -25%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$66K -$3.09K -312 -4%
UBS Group
66
UBS Group
Switzerland
$57.4K -$35.7K -3,602 -38%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$52.5K +$26.6K +2,686 +103%
Citigroup
68
Citigroup
New York
$47.2K -$36.9K -3,729 -44%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$47K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$42K +$30.9K +3,126 +280%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K +$26.2K +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 +$12.8K +1,294 New
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