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Forge Global Holdings

87 hedge funds and large institutions have $80.9M invested in Forge Global Holdings in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
21
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$17.6K -$1.79K -212 -9%
CWM
52
CIBC World Markets
New York
$14.7K +$8.55K +1,014 +139%
ProShare Advisors
53
ProShare Advisors
Maryland
$14.3K -$4.12K -489 -22%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$12K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12K +$10.2K +1,162 +561%
TRCT
56
Tower Research Capital (TRC)
New York
$11.4K +$6.43K +763 +129%
AWM
57
Aries Wealth Management
Maine
$11.2K
WPC
58
Wedmont Private Capital
Pennsylvania
$9.48K
Victory Capital Management
59
Victory Capital Management
Texas
$8.11K -$1.37K -163 -14%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$8.07K
HSBC Holdings
61
HSBC Holdings
United Kingdom
$7.91K +$26 +3 +0.3%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$7.56K +$3.57K +423 +89%
VPIM
63
Vanguard Personalized Indexing Management
California
$7.54K +$7.54K +895 New
LPL Financial
64
LPL Financial
California
$7.31K
TSS
65
Two Sigma Securities
New York
$7.23K +$7.23K +857 New
Group One Trading
66
Group One Trading
Illinois
$7.12K -$34.8K -4,128 -83%
IC
67
IEQ Capital
California
$6.93K +$6.93K +822 New
Neuberger Berman Group
68
Neuberger Berman Group
New York
$6.44K -$413 -49 -6%
AHL
69
Abel Hall LLC
Louisiana
$6.44K +$6.44K +764 New
AFP
70
Ausdal Financial Partners
Iowa
$6.44K
EI
71
Ethic Inc
New York
$6.12K +$6.12K +716 New
SG
72
StoneX Group
New York
$5.69K +$5.69K +675 New
SEI Investments
73
SEI Investments
Pennsylvania
$5.66K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$5.38K -$4.63K -549 -46%
Legal & General Group
75
Legal & General Group
United Kingdom
$5.34K