Forge Global Holdings
FRGE
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.
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: 64 → 80 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.2M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.38M |
| 3 |
Morgan Stanley
New York
|
+$1.16M |
| 4 |
Millennium Management
New York
|
+$903K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$803K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.16M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$794K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$651K |
| 4 |
LM
Lasry Marc
|
-$229K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$74.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
76
NBC Securities
Birmingham,
Alabama
| $10K | – | – | – |
|
|
TJHA
77
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3.43K | – | – | – |
|
78
Federated Hermes
Pittsburgh,
Pennsylvania
| $3.13K | +$2.59K | +61 | New |
|
|
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $2.53K | +$3.73K | +88 | New |
|
80
Osaic Holdings
Scottsdale,
Arizona
| $151 | – | – | – |
|
|
FFA
81
Farther Finance Advisors
San Francisco,
California
| $3 | – | – | – |
|
|
CSC
82
Caldwell Sutter Capital
Sausalito,
California
| – | -$15.9K | -521 | Closed |
|
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.