We are live on ! Find out more
FRGE

Forge Global Holdings

Delisted

FRGE was delisted on the 27th of February, 2026.

52 hedge funds and large institutions have $41.6M invested in Forge Global Holdings in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

68% more funds holding

Funds holding: 3152 (+21)

0.25% more ownership

Funds ownership: 0.68%0.93% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

46% less call options, than puts

Call options by funds: $805K | Put options by funds: $1.48M

77% less capital invested

Capital invested by funds: $180M → $41.6M (-$138M)

Holders
52
Holders Change
+21
Holders Change %
+67.74%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
13
Reduced
6
Closed
7
Calls
$805K
Puts
$1.48M
Net Calls
-$673K
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$89K +$1.38K +20 +0.6%
ECM
27
ExodusPoint Capital Management
New York
$80K +$210K +3,056 New
GW
28
GW & Wade
Massachusetts
$69K +$181K +2,640 New
MWM
29
Meridian Wealth Management
Kentucky
$51K +$133K +1,933 New
SCI
30
S&CO Inc
Massachusetts
$51K +$135K +1,971 New
Walleye Capital
31
Walleye Capital
New York
$50K +$127K +1,851 +2,763%
CA
32
Clearstead Advisors
Ohio
$46K +$121K +1,756 New
Deutsche Bank
33
Deutsche Bank
Germany
$44K
Barclays
34
Barclays
United Kingdom
$44K +$115K +1,667 New
Two Sigma Investments
35
Two Sigma Investments
New York
$36K +$94.5K +1,374 New
Jane Street
36
Jane Street
New York
$32K +$84.1K +1,223 New
Simplex Trading
37
Simplex Trading
Illinois
$31K +$82.4K +1,199 New
HighTower Advisors
38
HighTower Advisors
Illinois
$25K -$149K -2,167 -70%
Squarepoint
39
Squarepoint
New York
$23K +$2.54K +37 +4%
TSS
40
Two Sigma Securities
New York
$23K +$60.4K +878 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$23K +$60.5K +880 New
Victory Capital Management
42
Victory Capital Management
Texas
$22K +$57.1K +830 New
TRCT
43
Tower Research Capital (TRC)
New York
$18K +$42.3K +616 +868%
CL
44
CSS LLC
Illinois
$17K -$22.5K -327 -33%
Morgan Stanley
45
Morgan Stanley
New York
$17K +$39.9K +580 +667%
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$42.3K +616 New
PCM
47
Penserra Capital Management
California
$5K -$13.7K -200 -49%
CG
48
Cutler Group
California
$5K +$1.03K +15 +7%
EPM
49
Equitec Proprietary Markets
Illinois
$5K +$13.7K +200 New
Osaic Holdings
50
Osaic Holdings
Arizona
$4K +$10.5K +153 New

FRGE Hedge Fund Activity: Q3 2022 in Review

52 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q3 2022, worth a combined $41.6M — down 77% from $180M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FRGE positions and 7 closed out — a net gain of 21 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was MUFG Americas, opening a new position worth an estimated $21.3M. The largest seller was Charles Schwab, cutting an estimated $1.04M.

  • 52 institutional investors held Forge Global Holdings (FRGE) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $41.6M of Forge Global Holdings stock for Q3 2022, down 77% quarter-over-quarter.
  • 28 funds opened new Forge Global Holdings positions in Q3 2022 and 7 closed out, a net change of +21 holders.
  • The largest Forge Global Holdings buyer in Q3 2022 was MUFG Americas, an estimated $21.3M added.
  • The largest Forge Global Holdings seller in Q3 2022 was Charles Schwab, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2022.