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Forge Global Holdings

82 hedge funds and large institutions have $135M invested in Forge Global Holdings in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
13
Reduced
33
Closed
13
Calls
$417K
Puts
$82K
Net Calls
+$335K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Shares
Change %
CS
26
Credit Suisse
Switzerland
$212K
Group One Trading
27
Group One Trading
Illinois
$198K +$52.7K +1,820 +36%
Barclays
28
Barclays
United Kingdom
$193K -$142K -4,900 -42%
Bank of America
29
Bank of America
North Carolina
$191K -$185K -6,392 -49%
Legal & General Group
30
Legal & General Group
United Kingdom
$180K -$4.22K -146 -2%
American Century Companies
31
American Century Companies
Missouri
$179K +$36.1K +1,248 +25%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$158K -$53K -1,831 -25%
Goldman Sachs
33
Goldman Sachs
New York
$157K -$53.7K -1,854 -26%
MIM
34
MetLife Investment Management
New Jersey
$117K -$318 -11 -0.3%
Creative Planning
35
Creative Planning
Kansas
$116K
Deutsche Bank
36
Deutsche Bank
Germany
$105K +$2.37K +82 +2%
AIG
37
American International Group
New York
$105K -$898 -31 -0.9%
Invesco
38
Invesco
Georgia
$104K -$92.7K -3,201 -47%
AQR Capital Management
39
AQR Capital Management
Connecticut
$93.6K +$93.6K +3,234 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4K -$9.09K -314 -11%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$76K +$76K +2,640 New
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$75.7K
VOYA Investment Management
43
VOYA Investment Management
Georgia
$75.3K -$13.1K -454 -15%
AllianceBernstein
44
AllianceBernstein
Tennessee
$72.3K +$14.7K +509 +26%
Simplex Trading
45
Simplex Trading
Illinois
$72K +$72K +2,490 New
Citigroup
46
Citigroup
New York
$68.8K -$203 -7 -0.3%
Renaissance Technologies
47
Renaissance Technologies
New York
$68K -$103K -3,547 -60%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$66K +$15K +511 +29%
ASRS
49
Arizona State Retirement System
Arizona
$60.4K -$695 -24 -1%
SG Americas Securities
50
SG Americas Securities
New York
$49K -$50.9K -1,760 -51%