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Forrester Research
FORR

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: 104 → 111 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$1.64M
2
BlackRock
BlackRock
New York
+$1.02M
3
Walleye Capital
Walleye Capital
New York
+$935K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$803K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$690K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$10.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$581K
3
ACH
ArrowMark Colorado Holdings
Colorado
-$479K
4
SIM
SummerHaven Investment Management
Connecticut
-$472K
5
Axa
Axa
France
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$974 – – –
CA
102
Clearstead Advisors
Ohio
$806 +$233 +23 +43%
AF
103
Allworth Financial
California
$774 +$679 +67 +1,117%
PA
104
Parallel Advisors
California
$731 – – –
RWM
105
Rialto Wealth Management
New York
$509 +$486 +48 New
SS
106
Sunbelt Securities
Texas
$212 +$203 +20 New
SS
107
SBI Securities
Japan
$159 -$284 -28 -65%
RIL
108
Rothschild Investment LLC
Illinois
$74 +$71 +7 New
HNB
109
Huntington National Bank
Ohio
$11 – – –
SIM
110
SummerHaven Investment Management
Connecticut
– -$472K -47,725 Closed
Axa
111
Axa
France
– -$465K -47,003 Closed
EGM
112
Engineers Gate Manager
New York
– -$194K -19,626 Closed
Marshall Wace
113
Marshall Wace
United Kingdom
– -$131K -13,251 Closed
EW
114
Evoke Wealth
California
– -$99.7K -10,074 Closed
Victory Capital Management
115
Victory Capital Management
Texas
– -$25.2K -2,547 Closed
PD
116
Point72 (DIFC)
United Arab Emirates
– -$703 -71 Closed
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
– -$10 -1 Closed
Raymond James Financial
118
Raymond James Financial
Florida
– -$10 -1 Closed
CCM
119
Cloud Capital Management
Washington
– +$101 +10 New
1 2 3 4
5

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.