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Forrester Research

102 hedge funds and large institutions have $92.4M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
36
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCM
76
Versant Capital Management
Arizona
$11.4K 1,153 -473 -29%
Legal & General Group
77
Legal & General Group
United Kingdom
$9.62K 972
AIP
78
Ameritas Investment Partners
Nebraska
$9.56K 966
EWA
79
EverSource Wealth Advisors
Alabama
$9.53K 963 +963 New
AAP
80
Arax Advisory Partners
Colorado
$5.9K 596 +596 New
AB
81
Amalgamated Bank
New York
$4K 389
SCM
82
Sterling Capital Management
North Carolina
$3.28K 331 +120 +57%
US Bancorp
83
US Bancorp
Minnesota
$2.72K 275
HCA
84
Harbor Capital Advisors
Illinois
$2K 158 -51 -24%
AW
85
Avion Wealth
Texas
$2K 217 +217 New
Barrow, Hanley, Mewhinney & Strauss
86
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.89K 191 +191 New
PWMG
87
Private Wealth Management Group
New Jersey
$1.67K 169 +115 +213%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.57K 100
TWD
89
True Wealth Design
Ohio
$1.38K 139 +128 +1,164%
GI
90
GAMMA Investing
California
$1.13K 114 -27 -19%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$792 80 +80 New
PD
92
Point72 (DIFC)
United Arab Emirates
$703 71 +71 New
PA
93
Parallel Advisors
California
$683 69 +69 New
IA
94
IFP Advisors
Florida
$644 55 +50 +1,000%
CA
95
Clearstead Advisors
Ohio
$525 53 +53 New
FFO
96
Fortitude Family Office
Arizona
$465 47 +47 New
SS
97
SBI Securities
Japan
$426 43
AF
98
Allworth Financial
California
$60 6 +6 New
HNB
99
Huntington National Bank
Ohio
$10 1 -90 -99%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$10 1