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Forrester Research

111 hedge funds and large institutions have $96.9M invested in Forrester Research in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more funds holding

Funds holding: 104111 (+7)

5% more capital invested

Capital invested by funds: $92.6M → $96.9M (+$4.3M)

1.11% less ownership

Funds ownership: 49.07%47.96% (-1.1%)

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Versant Capital Management
Arizona
$48.9K +$35.1K +3,463 +300%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.9K
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$34.5K
GI
79
GAMMA Investing
California
$32.5K +$29.9K +2,952 +2,589%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$14.1K +$334 +33 +3%
TRCT
81
Tower Research Capital (TRC)
New York
$12.2K -$7.38K -728 -39%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$10.5K +$10.1K +992 New
Legal & General Group
83
Legal & General Group
United Kingdom
$10.3K
AIP
84
Ameritas Investment Partners
Nebraska
$10.2K
EP
85
Essential Partners
California
$9.41K +$8.22K +811 +1,053%
SCM
86
Sterling Capital Management
North Carolina
$8.37K +$4.65K +459 +139%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$7.56K +$7.22K +713 New
Citigroup
88
Citigroup
New York
$5.57K -$43K -4,245 -89%
AB
89
Amalgamated Bank
New York
$4K
US Bancorp
90
US Bancorp
Minnesota
$2.92K
EWA
91
EverSource Wealth Advisors
Alabama
$2.56K -$7.3K -721 -75%
Optiver Holding
92
Optiver Holding
Netherlands
$2.18K +$2.09K +206 New
FFO
93
Fortitude Family Office
Arizona
$2.15K +$1.58K +156 +332%
Barrow, Hanley, Mewhinney & Strauss
94
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.02K
HCA
95
Harbor Capital Advisors
Illinois
$2K +$111 +11 +7%
AW
96
Avion Wealth
Texas
$2K +$294 +29 +13%
PWMG
97
Private Wealth Management Group
New Jersey
$1.79K
IA
98
IFP Advisors
Florida
$1.39K +$770 +76 +138%
TWD
99
True Wealth Design
Ohio
$1.22K -$243 -24 -17%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$1.19K +$324 +32 +40%

FORR Hedge Fund Activity: Q3 2025 in Review

111 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2025, worth a combined $96.9M — up 4.6% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FORR positions and 9 closed out — a net gain of 7 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $1.64M. The largest seller was Royce & Associates, cutting an estimated $10.3M.

  • 111 institutional investors held Forrester Research (FORR) as of Q3 2025, up from 104 in Q2 2025.
  • Funds reported $96.9M of Forrester Research stock for Q3 2025, up 4.6% quarter-over-quarter.
  • 16 funds opened new Forrester Research positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest Forrester Research buyer in Q3 2025 was Portolan Capital Management, an estimated $1.64M added.
  • The largest Forrester Research seller in Q3 2025 was Royce & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2025.