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FRGE

Forge Global Holdings

Delisted

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

112 hedge funds and large institutions have $282M invested in Forge Global Holdings in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 12

229% more capital invested

Capital invested by funds: $85.9M → $282M (+$196M)

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

71% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.05M

40% more funds holding

Funds holding: 80112 (+32)

9.27% more ownership

Funds ownership: 37.35%46.62% (+9.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
48
Increased
36
Reduced
19
Closed
12
Calls
$1.8M
Puts
$1.05M
Net Calls
+$748K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.3M +$5.42M +160,397 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.1M +$5.09M +150,739 +35%
AllianceBernstein
3
AllianceBernstein
Tennessee
$16.4M +$12M +355,730 +2,870%
FTCM
4
First Trust Capital Management
Illinois
$13.7M +$10.4M +307,802 New
Fidelity International
5
Fidelity International
Bermuda
$13.4M +$10.1M +300,000 New
Qube Research & Technologies (QRT)
6
Qube Research & Technologies (QRT)
United Kingdom
$12.3M +$9.34M +276,460 New
AIC
7
AWM Investment Company
New York
$11.8M +$1.95M +57,787 +28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.3M +$527K +15,585 +7%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.1M +$5.67M +167,700 +287%
State Street
10
State Street
Massachusetts
$8.96M +$1.01M +29,880 +17%
SFM
11
Soros Fund Management
New York
$8.85M +$6.71M +198,530 New
WIC
12
Water Island Capital
New York
$8.78M +$6.66M +197,075 New
Wells Fargo
13
Wells Fargo
California
$8.16M +$176K +5,204 +3%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.31M +$4.78M +141,348 New
Morgan Stanley
15
Morgan Stanley
New York
$5.1M +$3.47M +102,650 +873%
Millennium Management
16
Millennium Management
New York
$4.86M -$2.68M -79,155 -42%
AAM
17
Alpine Associates Management
Florida
$4.37M +$3.32M +98,107 New
AA
18
ABC Arbitrage
France
$4.21M +$3.2M +94,553 New
GF
19
Gabelli Funds
New York
$4.04M +$3.07M +90,700 New
Marshall Wace
20
Marshall Wace
United Kingdom
$3.8M +$413K +12,223 +17%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$3.72M +$2.82M +83,487 New
Northern Trust
22
Northern Trust
Illinois
$3.53M -$25.7K -761 -1%
VI
23
Versor Investments
New York
$3.35M +$2.54M +75,189 New
CC
24
CIBRA Capital
United Kingdom
$3.34M +$2.53M +74,966 New
Charles Schwab
25
Charles Schwab
California
$3.29M +$54.5K +1,612 +2%

FRGE Hedge Fund Activity: Q4 2025 in Review

112 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Forge Global Holdings (FRGE) for Q4 2025, worth a combined $282M — up 229% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FRGE positions and 12 closed out — a net gain of 36 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $12M. The largest seller was US Bancorp, cutting an estimated $7.47M.

  • 112 institutional investors held Forge Global Holdings (FRGE) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $282M of Forge Global Holdings stock for Q4 2025, up 229% quarter-over-quarter.
  • 48 funds opened new Forge Global Holdings positions in Q4 2025 and 12 closed out, a net change of +36 holders.
  • The largest Forge Global Holdings buyer in Q4 2025 was AllianceBernstein, an estimated $12M added.
  • The largest Forge Global Holdings seller in Q4 2025 was US Bancorp, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2025.