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Forrester Research

109 hedge funds and large institutions have $79.9M invested in Forrester Research in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 47.96%51.78% (+3.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 111109 (-2)

18% less capital invested

Capital invested by funds: $96.9M → $79.9M (-$17M)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $4.06M

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
43
Closed
17
Calls
$6K
Puts
$4.06M
Net Calls
-$4.05M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$143K
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$133K -$62.1K -7,907 -33%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$122K -$18.9K -2,410 -14%
OAM
54
Oxford Asset Management
United Kingdom
$113K +$109K +13,934 New
AAM
55
Auxier Asset Management
Oregon
$113K -$93.1K -11,850 -46%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$109K +$57K +7,254 +117%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$105K +$3.42K +436 +3%
Wells Fargo
58
Wells Fargo
California
$104K +$31.9K +4,058 +46%
IC
59
IEQ Capital
California
$102K -$37.9K -4,827 -28%
American Century Companies
60
American Century Companies
Missouri
$95.2K +$8.57K +1,091 +10%
NIMC
61
Nierenberg Investment Management Company
Washington
$93.8K
OQS
62
Occudo Quantitative Strategies
Florida
$92.7K +$89.7K +11,420 New
IC
63
Inscription Capital
Texas
$90.7K +$87.7K +11,170 New
SO
64
STRS Ohio
Ohio
$90.1K +$87.2K +11,100 New
Deutsche Bank
65
Deutsche Bank
Germany
$58.9K -$141K -17,922 -71%
Citigroup
66
Citigroup
New York
$58.1K +$52.1K +6,633 +1,263%
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$44.3K -$1.54K -196 -3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$44K -$23.5K -2,993 -35%
CM
69
Caption Management
Oklahoma
$39.3K +$38K +4,834 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$38.2K
VCM
71
Versant Capital Management
Arizona
$36K -$1.4K -178 -4%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$33.3K -$9.74K -1,240 -23%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.9K
GI
74
GAMMA Investing
California
$30K +$4.89K +623 +20%
PFSRSONJ
75
Police & Firemen's Retirement System of New Jersey
New Jersey
$26.4K