FRGE icon

Forge Global Holdings

88 hedge funds and large institutions have $66.1M invested in Forge Global Holdings in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
18
Closed
9
Calls
$193K
Puts
Net Calls
+$193K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$8.45K
TRCT
77
Tower Research Capital (TRC)
New York
$8.25K +$1.19K +85 +17%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$7.74K
HPC
79
HM Payson & Co
Maine
$7.45K +$7.45K +533 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$6.61K +$6.49K +465 +5,167%
SCM
81
Sterling Capital Management
North Carolina
$3.63K +$3.29K +236 +983%
AB
82
Amalgamated Bank
New York
$3K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.23K +154 +291%
SS
84
SBI Securities
Japan
$997 +$997 +71 New
LWCFA
85
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$980
Osaic Holdings
86
Osaic Holdings
Arizona
$874 +$832 +60 +2,000%
SAM
87
Synergy Asset Management
Washington
$140 +$140 +7 New
FFO
88
Fortitude Family Office
Arizona
$87 +$87 +6 New
NS
89
NBC Securities
Alabama
$2 -$3K -200 Closed
ACL
90
Azora Capital LP
Florida
-$453K -23,042 Closed
ECM
91
ExodusPoint Capital Management
New York
-$35K -1,774 Closed
MIM
92
MetLife Investment Management
New Jersey
-$17.4K -885 Closed
MOS
93
MGO One Seven
Ohio
-$17K -867 Closed
ATPW
94
Ashton Thomas Private Wealth
Arizona
-$13.9K -709 Closed
VPIM
95
Vanguard Personalized Indexing Management
California
-$13.5K -688 Closed
CPA
96
Capital Performance Advisors
California
-$418 -21 Closed
Russell Investments Group
97
Russell Investments Group
United Kingdom
-$331 -17 Closed