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FRGE

Forge Global Holdings

Delisted

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

80 hedge funds and large institutions have $245M invested in Forge Global Holdings in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,567% more call options, than puts

Call options by funds: $500K | Put options by funds: $3K

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

78% more capital invested

Capital invested by funds: $138M → $245M (+$107M)

25% more funds holding

Funds holding: 6480 (+16)

0.12% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
34
Reduced
12
Closed
1
Calls
$500K
Puts
$3K
Net Calls
+$497K
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$115K -$794K -18,712 -89%
ASRS
52
Arizona State Retirement System
Arizona
$109K +$89.6K +2,111 New
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$108K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$106K +$31.4K +740 +56%
AllianceBernstein
55
AllianceBernstein
Tennessee
$102K +$15.7K +370 +23%
SCI
56
S&CO Inc
Massachusetts
$101K
CA
57
Clearstead Advisors
Ohio
$90.4K -$74.6K -1,757 -50%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$90K +$4.84K +114 +7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$74.4K +$85 +2 +0.1%
AFP
60
Ausdal Financial Partners
Iowa
$70.8K +$58.4K +1,376 New
ProShare Advisors
61
ProShare Advisors
Maryland
$62.4K +$11.1K +261 +27%
TRCT
62
Tower Research Capital (TRC)
New York
$53.9K +$28.4K +670 +177%
HighTower Advisors
63
HighTower Advisors
Illinois
$49K
Principal Financial Group
64
Principal Financial Group
Iowa
$47.5K -$4.46K -105 -10%
Victory Capital Management
65
Victory Capital Management
Texas
$46.7K +$9.25K +218 +32%
WPC
66
Wedmont Private Capital
Pennsylvania
$43.1K
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$40.6K +$5.26K +124 +19%
UBS AM
68
UBS AM
Illinois
$39.4K +$32.5K +766 New
MOS
69
MGO One Seven
Ohio
$37.7K +$31.1K +733 New
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$36.8K +$30.4K +716 New
SEI Investments
71
SEI Investments
Pennsylvania
$34.5K
AB
72
Amalgamated Bank
New York
$33K -$3.14K -74 -10%
AIP
73
Ameritas Investment Partners
Nebraska
$31.1K
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$21.6K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$16.3K +$10.9K +257 +428%

FRGE Hedge Fund Activity: Q4 2023 in Review

80 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q4 2023, worth a combined $245M — up 78% from $138M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FRGE positions and 1 closed out — a net gain of 17 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2M. The largest seller was Cresset Asset Management, cutting an estimated $1.16M.

  • 80 institutional investors held Forge Global Holdings (FRGE) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $245M of Forge Global Holdings stock for Q4 2023, up 78% quarter-over-quarter.
  • 18 funds opened new Forge Global Holdings positions in Q4 2023 and 1 closed out, a net change of +17 holders.
  • The largest Forge Global Holdings buyer in Q4 2023 was BlackRock, an estimated $2.2M added.
  • The largest Forge Global Holdings seller in Q4 2023 was Cresset Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.