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FORTY

Formula Systems
FORTY

14 hedge funds and large institutions have $102M invested in Formula Systems in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 5.54% → 5.55% (+0.01%)

7% less funds holding

Funds holding: 15 → 14 (-1)

29% less capital invested

Capital invested by funds: $144M → $102M (-$41.8M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
+$248K
2
AS
Altshuler Shaham
Israel
+$96.7K
3
UBS Group
UBS Group
Switzerland
+$14.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.4K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$9.97K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$167K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$19.8K
3
EWA
EverSource Wealth Advisors
Alabama
-$335
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1
Clal Insurance
Israel
$98.7M – – –
AS
2
Altshuler Shaham
Israel
$926K +$96.7K +727 +10%
GIA
3
GHP Investment Advisors
Colorado
$851K – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$391K +$11.4K +86 +3%
Morgan Stanley
5
Morgan Stanley
New York
$299K – – –
CI
6
CX Institutional
Indiana
$238K – – –
MYIA
7
Mount Yale Investment Advisors
Colorado
$206K +$248K +1,865 New
BlackRock
8
BlackRock
New York
$75K – – –
UBS Group
9
UBS Group
Switzerland
$14K +$14.6K +110 +647%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$11K – – –
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$9K +$9.97K +75 New
SS
12
SBI Securities
Japan
$1.1K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$551 – – –
SAM
14
Smartleaf Asset Management
Massachusetts
$225 – – –
Wells Fargo
15
Wells Fargo
California
$13 – – –
Bank of America
16
Bank of America
North Carolina
– -$167K -1,000 Closed
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
– -$19.8K -113 Closed
EWA
18
EverSource Wealth Advisors
Alabama
– -$335 -2 Closed

FORTY Hedge Fund Activity: Q1 2026 in Review

14 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q1 2026, worth a combined $102M — down 29% from $144M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FORTY and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $248K. The largest seller was Bank of America, exiting entirely with an estimated $167K sold.

  • 14 institutional investors held Formula Systems (FORTY) as of Q1 2026, down from 15 in Q4 2025.
  • Funds reported $102M of Formula Systems stock for Q1 2026, down 29% quarter-over-quarter.
  • 2 funds opened new Formula Systems positions in Q1 2026 and 3 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q1 2026 was Mount Yale Investment Advisors, an estimated $248K added.
  • The largest Formula Systems seller in Q1 2026 was Bank of America, an estimated $167K sold.

Based on aggregated 13F filings for Q1 2026.