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Forge Global Holdings
FRGE

Overview Fund Activity

68 hedge funds and large institutions have $94.7M invested in Forge Global Holdings in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 0 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
68
Holders Change
-20
Holders Change %
-22.73%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
–
Reduced
49
Closed
36
Calls
$9K
Puts
$20K
Net Calls
-$11K
Net Calls Change
-$11K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.89M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$4M
3
Millennium Management
3
Millennium Management
New York
$1.12M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.81M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.97M

Top Sellers

1
RE
1
ROB Exploration
New York
$30.8M
2
BlackRock
2
BlackRock
New York
$12.4M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
AWP
4
Abacus Wealth Partners
California
$1.2M
5
CAM
5
Cresset Asset Management
Illinois
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$17.7K 929 -8,570 -90%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$16K 811 -7,725 -90%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$10.1K 531 -9,036 -94%
SCM
54
Sterling Capital Management
North Carolina
$5.24K 275 -1,818 -87%
AB
55
Amalgamated Bank
New York
$5K 247 -3,458 -93%
GI
56
GAMMA Investing
California
$4.32K 227 +227 New
NS
57
NBC Securities
Alabama
$3K 200 -2,800 -93%
TWD
58
True Wealth Design
Ohio
$2.1K 110 -146 -57%
EWA
59
EverSource Wealth Advisors
Alabama
$1.71K 90 -534 -86%
LWCFA
60
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.68K 88 +88 New
SS
61
SBI Securities
Japan
$1.1K 58 -834 -93%
Osaic Holdings
62
Osaic Holdings
Arizona
$874 940 – –
AAP
63
Arax Advisory Partners
Colorado
$496 26 +26 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$171 9 +9 New
FFO
65
Fortitude Family Office
Arizona
$114 6 -87 -94%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$76 4 +4 New
IA
67
IFP Advisors
Florida
$76 4 +4 New
CA
68
Clearstead Advisors
Ohio
$20 1 +1 New
Temasek Holdings
69
Temasek Holdings
Singapore
– – -4,943,971 Closed
WCA
70
Whetstone Capital Advisors
Kansas
– – -371,008 Closed
IP
71
Interval Partners
New York
– – -308,388 Closed
SSA
72
Schonfeld Strategic Advisors
New York
– – -169,982 Closed
IIM
73
INTECH Investment Management
Florida
– – -95,658 Closed
MMA
74
Miracle Mile Advisors
California
– – -86,700 Closed
Creative Planning
75
Creative Planning
Kansas
– – -65,102 Closed
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