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Forrester Research

109 hedge funds and large institutions have $79.9M invested in Forrester Research in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 47.96%51.78% (+3.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 111109 (-2)

18% less capital invested

Capital invested by funds: $96.9M → $79.9M (-$17M)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $4.06M

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
43
Closed
17
Calls
$6K
Puts
$4.06M
Net Calls
-$4.05M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
76
Elkhorn Partners
Nebraska
$24.4K +$23.6K +3,000 New
KAS
77
Kestra Advisory Services
Texas
$21.3K +$20.6K +2,620 New
TRCT
78
Tower Research Capital (TRC)
New York
$12.9K +$3.4K +433 +38%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$11K -$378K -48,154 -97%
UBS Group
80
UBS Group
Switzerland
$10.7K -$33.9K -4,321 -77%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$9.68K -$1.06K -135 -10%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$9.42K +$1.32K +168 +17%
Legal & General Group
83
Legal & General Group
United Kingdom
$7.89K
AIP
84
Ameritas Investment Partners
Nebraska
$7.84K
SCM
85
Sterling Capital Management
North Carolina
$6.42K
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$5.68K -$110 -14 -2%
EP
87
Essential Partners
California
$3.45K -$3.64K -463 -52%
AB
88
Amalgamated Bank
New York
$3K -$228 -29 -7%
US Bancorp
89
US Bancorp
Minnesota
$2.23K
Optiver Holding
90
Optiver Holding
Netherlands
$1.67K
Barrow, Hanley, Mewhinney & Strauss
91
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.55K
FFO
92
Fortitude Family Office
Arizona
$1.07K -$558 -71 -35%
AAP
93
Arax Advisory Partners
Colorado
$1.01K -$56.9K -7,242 -98%
HCA
94
Harbor Capital Advisors
Illinois
$1K -$24 -3 -2%
EWA
95
EverSource Wealth Advisors
Alabama
$885 -$1.04K -133 -55%
IA
96
IFP Advisors
Florida
$861 -$196 -25 -19%
Osaic Holdings
97
Osaic Holdings
Arizona
$812
SS
98
Sunbelt Securities
Texas
$244 +$79 +10 +50%
RFP
99
Root Financial Partners
California
$244 +$236 +30 New
AF
100
Allworth Financial
California
$130 -$448 -57 -78%