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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
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$12.2K -$174K -17,482 -93%
VCM
77
Versant Capital Management
Arizona
$11.4K -$4.71K -473 -29%
Legal & General Group
78
Legal & General Group
United Kingdom
$9.62K
AIP
79
Ameritas Investment Partners
Nebraska
$9.56K
EWA
80
EverSource Wealth Advisors
Alabama
$9.53K +$9.58K +963 New
AAP
81
Arax Advisory Partners
Colorado
$5.9K +$5.93K +596 New
AB
82
Amalgamated Bank
New York
$4K
SCM
83
Sterling Capital Management
North Carolina
$3.28K +$1.19K +120 +57%
US Bancorp
84
US Bancorp
Minnesota
$2.72K
HCA
85
Harbor Capital Advisors
Illinois
$2K -$507 -51 -24%
AW
86
Avion Wealth
Texas
$2K +$2.16K +217 New
Barrow, Hanley, Mewhinney & Strauss
87
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.89K +$1.9K +191 New
PWMG
88
Private Wealth Management Group
New Jersey
$1.67K +$1.14K +115 +213%
TWD
89
True Wealth Design
Ohio
$1.38K +$1.27K +128 +1,164%
GI
90
GAMMA Investing
California
$1.13K -$269 -27 -19%
Osaic Holdings
91
Osaic Holdings
Arizona
$990
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$792 +$796 +80 New
EP
93
Essential Partners
California
$762 +$766 +77 New
PD
94
Point72 (DIFC)
United Arab Emirates
$703 +$706 +71 New
PA
95
Parallel Advisors
California
$683 +$686 +69 New
IA
96
IFP Advisors
Florida
$644 +$497 +50 +1,000%
CA
97
Clearstead Advisors
Ohio
$525 +$527 +53 New
FFO
98
Fortitude Family Office
Arizona
$465 +$468 +47 New
SS
99
SBI Securities
Japan
$426
AF
100
Allworth Financial
California
$60 +$60 +6 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.