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FRGE

Forge Global Holdings

Delisted

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

82 hedge funds and large institutions have $135M invested in Forge Global Holdings in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more call options, than puts

Call options by funds: $417K | Put options by funds: $82K

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 8082 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 2.72%2.6% (-0.12%)

45% less capital invested

Capital invested by funds: $245M → $135M (-$110M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
13
Reduced
33
Closed
13
Calls
$417K
Puts
$82K
Net Calls
+$335K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$212K
Group One Trading
27
Group One Trading
Illinois
$198K +$56.8K +1,820 +36%
Barclays
28
Barclays
United Kingdom
$192K -$153K -4,900 -42%
Bank of America
29
Bank of America
North Carolina
$191K -$200K -6,392 -49%
Legal & General Group
30
Legal & General Group
United Kingdom
$180K -$4.56K -146 -2%
American Century Companies
31
American Century Companies
Missouri
$179K +$39K +1,248 +25%
JP Morgan Chase
32
JP Morgan Chase
New York
$158K -$57.2K -1,831 -25%
Goldman Sachs
33
Goldman Sachs
New York
$157K -$57.9K -1,854 -26%
MIM
34
MetLife Investment Management
New Jersey
$117K -$343 -11 -0.3%
Creative Planning
35
Creative Planning
Kansas
$116K
Deutsche Bank
36
Deutsche Bank
Germany
$105K +$2.56K +82 +2%
AIG
37
American International Group
New York
$105K -$968 -31 -0.9%
Invesco
38
Invesco
Georgia
$104K -$100K -3,201 -47%
AQR Capital Management
39
AQR Capital Management
Connecticut
$93.6K +$101K +3,234 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4K -$9.8K -314 -11%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$76K +$82.4K +2,640 New
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$75.7K
VOYA Investment Management
43
VOYA Investment Management
Georgia
$75.3K -$14.2K -454 -15%
AllianceBernstein
44
AllianceBernstein
Tennessee
$72.3K +$15.9K +509 +26%
Simplex Trading
45
Simplex Trading
Illinois
$72K +$77.8K +2,490 New
Citigroup
46
Citigroup
New York
$68.8K -$219 -7 -0.3%
Renaissance Technologies
47
Renaissance Technologies
New York
$68K -$111K -3,547 -60%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$66K +$16K +511 +29%
ASRS
49
Arizona State Retirement System
Arizona
$60.4K -$749 -24 -1%
SG Americas Securities
50
SG Americas Securities
New York
$49K -$55K -1,760 -51%

FRGE Hedge Fund Activity: Q1 2024 in Review

82 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q1 2024, worth a combined $135M — down 45% from $245M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FRGE positions and 13 closed out — a net gain of 3 holders — while 13 added to existing stakes and 33 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $708K. The largest seller was Millennium Management, exiting entirely with an estimated $1.09M sold.

  • 82 institutional investors held Forge Global Holdings (FRGE) as of Q1 2024, up from 80 in Q4 2023.
  • Funds reported $135M of Forge Global Holdings stock for Q1 2024, down 45% quarter-over-quarter.
  • 16 funds opened new Forge Global Holdings positions in Q1 2024 and 13 closed out, a net change of +3 holders.
  • The largest Forge Global Holdings buyer in Q1 2024 was Azora Capital LP, an estimated $708K added.
  • The largest Forge Global Holdings seller in Q1 2024 was Millennium Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2024.