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FRGE

Forge Global Holdings
FRGE

Delisted

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

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67 hedge funds and large institutions have $154M invested in Forge Global Holdings in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,833% more call options, than puts

Call options by funds: $208K | Put options by funds: $3K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

67% more capital invested

Capital invested by funds: $92.1M → $154M (+$61.5M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

34% more funds holding

Funds holding: 50 → 67 (+17)

0.39% more ownership

Funds ownership: 2.04% → 2.42% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
13
Reduced
9
Closed
11
Calls
$208K
Puts
$3K
Net Calls
+$205K
Net Calls Change
+$82K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.74M
2
State Street
State Street
Massachusetts
+$2.39M
3
CAM
Cresset Asset Management
Illinois
+$2.03M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.81M
5
Northern Trust
Northern Trust
Illinois
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$1.99M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$1.18M
3
Franklin Resources
Franklin Resources
California
-$443K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$139K
5
Millennium Management
Millennium Management
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1
ROB Exploration
New York
$58.9M – – –
Temasek Holdings
2
Temasek Holdings
Singapore
$20.9M – – –
BlackRock
3
BlackRock
New York
$18.2M +$9.74M +397,411 +394%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.5M +$705K +28,770 +9%
US Bancorp
5
US Bancorp
Minnesota
$11.3M – – –
Wells Fargo
6
Wells Fargo
California
$6.21M +$67.2K +2,741 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.85M +$1.81M +73,796 +125%
State Street
8
State Street
Massachusetts
$4.44M +$2.39M +97,378 +398%
CAM
9
Cresset Asset Management
Illinois
$3.01M +$2.03M +82,704 New
Northern Trust
10
Northern Trust
Illinois
$2.13M +$1.14M +46,616 +396%
Charles Schwab
11
Charles Schwab
California
$1.93M +$415K +16,928 +47%
AWP
12
Abacus Wealth Partners
California
$1.11M – – –
N
13
Nuveen
North Carolina
$1M +$674K +27,520 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$817K +$474K +19,334 +625%
STA
15
Summit Trail Advisors
New York
$718K -$74K -3,018 -13%
LM
16
Lasry Marc
$611K – – –
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$428K -$1.18M -48,341 -80%
Bank of America
18
Bank of America
North Carolina
$369K +$87.3K +3,562 +54%
Morgan Stanley
19
Morgan Stanley
New York
$337K +$221K +9,003 +3,815%
Goldman Sachs
20
Goldman Sachs
New York
$306K +$206K +8,401 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$303K +$204K +8,318 New
JP Morgan Chase
22
JP Morgan Chase
New York
$296K +$139K +5,680 +232%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$225K -$29K -1,185 -16%
Citigroup
24
Citigroup
New York
$189K +$27.2K +1,109 +27%
UBS Group
25
UBS Group
Switzerland
$154K +$85.4K +3,484 +466%
1
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FRGE Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q2 2023, worth a combined $154M — up 67% from $92.1M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRGE positions and 11 closed out — a net gain of 18 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $9.74M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $1.99M sold.

  • 67 institutional investors held Forge Global Holdings (FRGE) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $154M of Forge Global Holdings stock for Q2 2023, up 67% quarter-over-quarter.
  • 29 funds opened new Forge Global Holdings positions in Q2 2023 and 11 closed out, a net change of +18 holders.
  • The largest Forge Global Holdings buyer in Q2 2023 was BlackRock, an estimated $9.74M added.
  • The largest Forge Global Holdings seller in Q2 2023 was Philadelphia Financial Management of San Francisco, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2023.