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FRGE

Forge Global Holdings
FRGE

Delisted

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

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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: 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)

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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.2M
2
AWP
Abacus Wealth Partners
California
+$1.38M
3
Morgan Stanley
Morgan Stanley
New York
+$1.16M
4
Millennium Management
Millennium Management
New York
+$903K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$803K

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$1.16M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$794K
3
US Bancorp
US Bancorp
Minnesota
-$651K
4
LM
Lasry Marc
-$229K
5
CA
Clearstead Advisors
Ohio
-$74.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1
ROB Exploration
New York
$83.1M – – –
Temasek Holdings
2
Temasek Holdings
Singapore
$29.5M – – –
BlackRock
3
BlackRock
New York
$27M +$2.2M +51,824 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.7M +$803K +18,912 +5%
DWA
5
Douglass Winthrop Advisors
New York
$17.3M – – –
US Bancorp
6
US Bancorp
Minnesota
$14.6M -$651K -15,333 -5%
Wells Fargo
7
Wells Fargo
California
$8.74M +$18.3K +432 +0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.91M +$478K +11,262 +8%
State Street
9
State Street
Massachusetts
$7.4M +$610K +14,375 +11%
Northern Trust
10
Northern Trust
Illinois
$3.37M +$179K +4,215 +7%
AWP
11
Abacus Wealth Partners
California
$3.23M +$1.38M +32,531 +107%
Charles Schwab
12
Charles Schwab
California
$2.94M -$54.8K -1,292 -2%
CAM
13
Cresset Asset Management
Illinois
$2.42M -$1.16M -27,296 -37%
Morgan Stanley
14
Morgan Stanley
New York
$1.72M +$1.16M +27,306 +447%
N
15
Nuveen
North Carolina
$1.41M +$28.5K +671 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.15M -$9.63K -227 -1%
STA
17
Summit Trail Advisors
New York
$1.1M +$73.6K +1,733 +9%
Millennium Management
18
Millennium Management
New York
$1.09M +$903K +21,264 New
Swiss National Bank
19
Swiss National Bank
Switzerland
$766K +$632K +14,886 New
EI
20
EAM Investors
California
$692K +$571K +13,452 New
Bank of America
21
Bank of America
North Carolina
$668K +$126K +2,971 +30%
Barclays
22
Barclays
United Kingdom
$594K +$436K +10,267 +805%
LM
23
Lasry Marc
$585K -$229K -5,403 -32%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$506K +$48.5K +1,142 +13%
UBS Group
25
UBS Group
Switzerland
$472K +$225K +5,311 +137%
1
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FRGE Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 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.