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Forge Global Holdings
FRGE

Overview Fund Activity

69 hedge funds and large institutions have $95.1M invested in Forge Global Holdings in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-18
Holders Change %
-20.69%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
18
Closed
35
Calls
$271K
Puts
$20K
Net Calls
+$251K
Net Calls Change
+$251K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.08M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.89M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$1.47M
4
Millennium Management
Millennium Management
New York
+$1.12M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$591K

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$41.7M
2
AIC
AWM Investment Company
New York
-$1.06M
3
CAM
Cresset Asset Management
Illinois
-$475K
4
Goldman Sachs
Goldman Sachs
New York
-$262K
5
WCA
Whetstone Capital Advisors
Kansas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$19.8K +$8.3K +436 +72%
Legal & General Group
52
Legal & General Group
United Kingdom
$17.7K +$5.64K +296 +47%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$16K +$4.77K +242 +43%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$10.1K -$2.04K -107 -17%
SCM
55
Sterling Capital Management
North Carolina
$5.24K +$2.57K +135 +96%
AB
56
Amalgamated Bank
New York
$5K – – –
GI
57
GAMMA Investing
California
$4.32K +$4.32K +227 New
NS
58
NBC Securities
Alabama
$3K – – –
TWD
59
True Wealth Design
Ohio
$2.1K +$1.77K +93 +547%
EWA
60
EverSource Wealth Advisors
Alabama
$1.71K +$914 +48 +114%
LWCFA
61
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.68K +$1.68K +88 New
SS
62
SBI Securities
Japan
$1.1K -$19 -1 -2%
Osaic Holdings
63
Osaic Holdings
Arizona
$874 +$815 +877 +1,392%
AAP
64
Arax Advisory Partners
Colorado
$496 +$496 +26 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$171 +$171 +9 New
FFO
66
Fortitude Family Office
Arizona
$114 – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$76 +$76 +4 New
IA
68
IFP Advisors
Florida
$76 +$76 +4 New
CA
69
Clearstead Advisors
Ohio
$20 +$20 +1 New
Temasek Holdings
70
Temasek Holdings
Singapore
– -$41.7M -329,598 Closed
WCA
71
Whetstone Capital Advisors
Kansas
– -$209K -24,734 Closed
IP
72
Interval Partners
New York
– -$173K -20,559 Closed
SSA
73
Schonfeld Strategic Advisors
New York
– -$95.5K -11,332 Closed
IIM
74
INTECH Investment Management
Florida
– -$53.8K -6,377 Closed
MMA
75
Miracle Mile Advisors
California
– -$48.7K -5,780 Closed
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