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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 %
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.53K
TJHA
77
Thomas J. Herzfeld Advisors
Florida
$1.93K
BL
78
BFSG LLC
California
$676 +$676 +23 New
CMBA
79
C.M. Bidwell & Associates
Hawaii
$270 +$270 +9 New
Osaic Holdings
80
Osaic Holdings
Arizona
$84
AWM
81
Avior Wealth Management
Nebraska
$40 +$40 +1 New
Millennium Management
82
Millennium Management
New York
-$1.09M -21,264 Closed
EI
83
EAM Investors
California
-$692K -13,452 Closed
Two Sigma Investments
84
Two Sigma Investments
New York
-$464K -9,015 Closed
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
-$388K -7,545 Closed
VF
86
Virtu Financial
New York
-$289K -5,619 Closed
Russell Investments Group
87
Russell Investments Group
United Kingdom
-$115K -2,237 Closed
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
-$108K -2,104 Closed
SCI
89
S&CO Inc
Massachusetts
-$101K -1,971 Closed
CA
90
Clearstead Advisors
Ohio
-$90.4K -1,756 Closed
HighTower Advisors
91
HighTower Advisors
Illinois
-$49K -944 Closed
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
-$40.6K -789 Closed
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
-$36.8K -716 Closed
Federated Hermes
94
Federated Hermes
Pennsylvania
-$3.13K -61 Closed
FFA
95
Farther Finance Advisors
California
-$3