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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 %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$12.2K -$173K -17,482 -93%
VCM
77
Versant Capital Management
Arizona
$11.4K -$4.68K -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 +$9.53K +963 New
AAP
81
Arax Advisory Partners
Colorado
$5.9K +$5.9K +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 -$646 -51 -24%
AW
86
Avion Wealth
Texas
$2K +$2K +217 New
Barrow, Hanley, Mewhinney & Strauss
87
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.89K +$1.89K +191 New
PWMG
88
Private Wealth Management Group
New Jersey
$1.67K +$1.14K +115 +213%
Osaic Holdings
89
Osaic Holdings
Arizona
$1.57K – – –
TWD
90
True Wealth Design
Ohio
$1.38K +$1.27K +128 +1,164%
GI
91
GAMMA Investing
California
$1.13K -$267 -27 -19%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$792 +$792 +80 New
PD
93
Point72 (DIFC)
United Arab Emirates
$703 +$703 +71 New
PA
94
Parallel Advisors
California
$683 +$683 +69 New
IA
95
IFP Advisors
Florida
$644 +$585 +50 +1,000%
CA
96
Clearstead Advisors
Ohio
$525 +$525 +53 New
FFO
97
Fortitude Family Office
Arizona
$465 +$465 +47 New
SS
98
SBI Securities
Japan
$426 – – –
AF
99
Allworth Financial
California
$60 +$60 +6 New
HNB
100
Huntington National Bank
Ohio
$10 -$900 -90 -99%
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4
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