Forge Global Holdings
FRGE
FRGE was delisted on the 27th of February, 2026.
64 hedge funds and large institutions have $138M invested in Forge Global Holdings in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 8 closing their positions.
4,367% more call options, than puts
Call options by funds: $268K | Put options by funds: $6K
0.17% more ownership
Funds ownership: 2.42% → 2.6% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 67 → 64 (-3)
10% less capital invested
Capital invested by funds: $154M → $138M (-$15.8M)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Douglass Winthrop Advisors
New York
|
+$12.3M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$767K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$348K |
| 4 |
State Street
Boston,
Massachusetts
|
+$281K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$944K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$432K |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$428K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$307K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$117K |
FRGE Hedge Fund Activity: Q3 2023 in Review
64 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q3 2023, worth a combined $138M — down 10% from $154M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FRGE and 5 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 16 added.
The largest buyer was Douglass Winthrop Advisors, opening a new position worth an estimated $12.3M. The largest seller was BlackRock, cutting an estimated $944K.
- 64 institutional investors held Forge Global Holdings (FRGE) as of Q3 2023, down from 67 in Q2 2023.
- Funds reported $138M of Forge Global Holdings stock for Q3 2023, down 10% quarter-over-quarter.
- 5 funds opened new Forge Global Holdings positions in Q3 2023 and 8 closed out, a net change of -3 holders.
- The largest Forge Global Holdings buyer in Q3 2023 was Douglass Winthrop Advisors, an estimated $12.3M added.
- The largest Forge Global Holdings seller in Q3 2023 was BlackRock, an estimated $944K sold.
Based on aggregated 13F filings for Q3 2023.