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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
SS
101
SBI Securities
Japan
$122
TFA
102
Transamerica Financial Advisors
Florida
$65 +$63 +8 New
TWD
103
True Wealth Design
Ohio
$49 -$856 -109 -95%
RIL
104
Rothschild Investment LLC
Illinois
$49 -$8 -1 -14%
MCM
105
MAI Capital Management
Ohio
$25 +$24 +3 New
CA
106
Clearstead Advisors
Ohio
$17 -$581 -74 -97%
HNB
107
Huntington National Bank
Ohio
$8
RA
108
Royce & Associates
New York
-$1.13M -106,387 Closed
Millennium Management
109
Millennium Management
New York
-$972K -91,654 Closed
GCP
110
GSA Capital Partners
United Kingdom
-$870K -82,050 Closed
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
-$638K -60,213 Closed
PTC
112
Petrus Trust Company
Texas
-$291K -27,441 Closed
Jane Street
113
Jane Street
New York
-$263K -24,802 Closed
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
-$206K -19,427 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
-$175K -16,555 Closed
BFM
116
Boothbay Fund Management
New York
-$152K -14,309 Closed
QC
117
Quadrature Capital
United Kingdom
-$146K -13,803 Closed
VPIM
118
Vanguard Personalized Indexing Management
California
-$125K -11,748 Closed
Cerity Partners
119
Cerity Partners
New York
-$124K -11,736 Closed
AW
120
Avion Wealth
Texas
-$1.51K -192 -78%
PWMG
121
Private Wealth Management Group
New Jersey
-$1.79K -169 Closed
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
-$1.19K -112 Closed
PA
123
Parallel Advisors
California
-$731 -69 Closed
RWM
124
Rialto Wealth Management
New York
-$509 -48 Closed