FORR icon

Forrester Research

102 hedge funds and large institutions have $64.3M invested in Forrester Research in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.79M

Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$5.5K
AIP
77
Ameritas Investment Partners
Nebraska
$5.47K
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.5K
SCM
79
Sterling Capital Management
North Carolina
$2.15K
US Bancorp
80
US Bancorp
Minnesota
$1.56K
AF
81
Allworth Financial
California
$1.22K
Barrow, Hanley, Mewhinney & Strauss
82
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.08K
PWA
83
Physician Wealth Advisors
Utah
$1K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$1K
EWA
85
EverSource Wealth Advisors
Alabama
$990
Optiver Holding
86
Optiver Holding
Netherlands
$668
IA
87
IFP Advisors
Florida
$651
Osaic Holdings
88
Osaic Holdings
Arizona
$566
RFP
89
Root Financial Partners
California
$509
FFA
90
Farther Finance Advisors
California
$318
SS
91
Sunbelt Securities
Texas
$209
TWD
92
True Wealth Design
Ohio
$199
RIL
93
Rothschild Investment LLC
Illinois
$136
MCM
94
MAI Capital Management
Ohio
$136
WPA
95
Wealth Preservation Advisors
Tennessee
$113
SS
96
SBI Securities
Japan
$85
TFA
97
Transamerica Financial Advisors
Florida
$50
SIC
98
SJS Investment Consulting
Ohio
$40
ASN
99
Advisory Services Network
Georgia
$34
CIAM
100
Caitong International Asset Management
Hong Kong
$23