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Forrester Research

103 hedge funds and large institutions have $64.3M invested in Forrester Research in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

7.41% more ownership

Funds ownership: 51.78%59.19% (+7.4%)

6% less funds holding

Funds holding: 109103 (-6)

20% less capital invested

Capital invested by funds: $79.9M → $64.3M (-$15.6M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.79M

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
28
Closed
24
Calls
Puts
$3.79M
Net Calls
-$3.79M
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$5.5K
AIP
77
Ameritas Investment Partners
Nebraska
$5.47K
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.5K -$547 -80 -11%
SCM
79
Sterling Capital Management
North Carolina
$2.15K -$2.81K -411 -52%
US Bancorp
80
US Bancorp
Minnesota
$1.56K
AF
81
Allworth Financial
California
$1.22K +$1.37K +200 +1,250%
Barrow, Hanley, Mewhinney & Strauss
82
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.08K
PWA
83
Physician Wealth Advisors
Utah
$1K +$1.21K +177 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$1K -$7.09K -1,037 -78%
EWA
85
EverSource Wealth Advisors
Alabama
$990 +$451 +66 +61%
Optiver Holding
86
Optiver Holding
Netherlands
$668 -$601 -88 -43%
IA
87
IFP Advisors
Florida
$651 +$62 +9 +8%
Osaic Holdings
88
Osaic Holdings
Arizona
$566
RFP
89
Root Financial Partners
California
$509 +$410 +60 +200%
FFA
90
Farther Finance Advisors
California
$318 +$403 +59 New
SS
91
Sunbelt Securities
Texas
$209 +$48 +7 +23%
TWD
92
True Wealth Design
Ohio
$199 +$198 +29 +483%
RIL
93
Rothschild Investment LLC
Illinois
$136 +$123 +18 +300%
MCM
94
MAI Capital Management
Ohio
$136 +$144 +21 +700%
WPA
95
Wealth Preservation Advisors
Tennessee
$113 +$137 +20 New
BWA
96
Basecamp Wealth Advisors
Washington
$91 +$109 +16 New
SS
97
SBI Securities
Japan
$85
TFA
98
Transamerica Financial Advisors
Florida
$50 +$7 +1 +13%
SIC
99
SJS Investment Consulting
Ohio
$40 +$48 +7 New
ASN
100
Advisory Services Network
Georgia
$34 +$41 +6 New