We are live on ! Find out more
FRGE

Forge Global Holdings

Delisted

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

77 hedge funds and large institutions have $103M invested in Forge Global Holdings in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 2.6%2.59% (-0.02%)

6% less funds holding

Funds holding: 8277 (-5)

24% less capital invested

Capital invested by funds: $135M → $103M (-$32.7M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
18
Closed
15
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$30.1K
American Century Companies
52
American Century Companies
Missouri
$28.3K -$130K -4,892 -79%
TRCT
53
Tower Research Capital (TRC)
New York
$27.5K +$23.6K +888 +241%
WPC
54
Wedmont Private Capital
Pennsylvania
$21.7K
ProShare Advisors
55
ProShare Advisors
Maryland
$21.5K -$8.9K -335 -25%
Victory Capital Management
56
Victory Capital Management
Texas
$20K +$850 +32 +4%
MOS
57
MGO One Seven
Ohio
$19K
HSBC Holdings
58
HSBC Holdings
United Kingdom
$17.3K +$133 +5 +0.6%
Simplex Trading
59
Simplex Trading
Illinois
$17K -$45.1K -1,696 -68%
William Blair & Company
60
William Blair & Company
Illinois
$16.6K
Neuberger Berman Group
61
Neuberger Berman Group
New York
$16.6K +$20.1K +757 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$16.5K -$65.9K -2,479 -77%
Principal Financial Group
63
Principal Financial Group
Iowa
$16.1K -$2.71K -102 -12%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$16K +$6.33K +238 +49%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$15.5K +$18.8K +709 New
SEI Investments
66
SEI Investments
Pennsylvania
$14.7K
Legal & General Group
67
Legal & General Group
United Kingdom
$13.9K -$148K -5,586 -90%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$13.3K +$16.2K +608 New
AIP
69
Ameritas Investment Partners
Nebraska
$13.2K
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$12.1K -$186K -7,003 -93%
AB
71
Amalgamated Bank
New York
$5K
Osaic Holdings
72
Osaic Holdings
Arizona
$4.42K +$5.29K +199 +6,633%
NS
73
NBC Securities
Alabama
$4K
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.11K
TJHA
75
Thomas J. Herzfeld Advisors
Florida
$1.46K

FRGE Hedge Fund Activity: Q2 2024 in Review

77 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q2 2024, worth a combined $103M — down 24% from $135M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FRGE and 11 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $593K. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.36M sold.

  • 77 institutional investors held Forge Global Holdings (FRGE) as of Q2 2024, down from 82 in Q1 2024.
  • Funds reported $103M of Forge Global Holdings stock for Q2 2024, down 24% quarter-over-quarter.
  • 11 funds opened new Forge Global Holdings positions in Q2 2024 and 15 closed out, a net change of -4 holders.
  • The largest Forge Global Holdings buyer in Q2 2024 was BlackRock, an estimated $593K added.
  • The largest Forge Global Holdings seller in Q2 2024 was Cresset Asset Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2024.