Formula Systems
FORTY
15 hedge funds and large institutions have $73.7M invested in Formula Systems in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
7% more funds holding
Funds holding: 14 → 15 (+1)
3% more capital invested
Capital invested by funds: $71.6M → $73.7M (+$2.09M)
0.02% less ownership
Funds ownership: 5.57% → 5.56% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.86K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.49K |
| 3 |
Morgan Stanley
New York
|
+$93 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$93 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$229K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $71.4M | – | – | – |
|
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $632K | – | – | – |
|
|
GIA
3
GHP Investment Advisors
Denver,
Colorado
| $606K | – | – | – |
|
|
AS
4
Altshuler Shaham
Tel Aviv,
Israel
| $340K | -$229K | -2,459 | -39% |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $318K | +$1.49K | +16 | +0.4% |
|
|
6
Morgan Stanley
New York
| $244K | +$93 | +1 | +0% |
|
7
Bank of America
Charlotte,
North Carolina
| $87K | – | – | – |
|
8
BlackRock
New York
| $59.2K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $36K | -$7.63K | -82 | -17% |
|
10
RhumbLine Advisers
Boston,
Massachusetts
| $9.83K | – | – | – |
|
11
BNP Paribas Financial Markets
Paris,
France
| $8.7K | – | – | – |
|
|
PS
12
Principal Securities
Des Moines,
Iowa
| $5.76K | – | – | – |
|
|
CCM
13
Coldstream Capital Management
Bellevue,
Washington
| $1.74K | +$1.86K | +20 | New |
|
|
SS
14
SBI Securities
Tokyo,
Japan
| $895 | – | – | – |
|
|
15
Osaic Holdings
Scottsdale,
Arizona
| $261 | +$93 | +1 | +50% |
|
16
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
FORTY Hedge Fund Activity: Q1 2025 in Review
15 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q1 2025, worth a combined $73.7M — up 2.9% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FORTY positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $1.86K. The largest seller was Altshuler Shaham, cutting an estimated $229K.
- 15 institutional investors held Formula Systems (FORTY) as of Q1 2025, up from 14 in Q4 2024.
- Funds reported $73.7M of Formula Systems stock for Q1 2025, up 2.9% quarter-over-quarter.
- 1 fund opened new Formula Systems positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Formula Systems buyer in Q1 2025 was Coldstream Capital Management, an estimated $1.86K added.
- The largest Formula Systems seller in Q1 2025 was Altshuler Shaham, an estimated $229K sold.
Based on aggregated 13F filings for Q1 2025.