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Forge Global Holdings

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
0.93%
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
Name Holding Trade Value Shares
Change
Shares
Change %
RE
1
ROB Exploration
New York
$30.8M -$38 -2 -0%
BlackRock
2
BlackRock
New York
$12.4M +$2.08M +109,074 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.81M +$591K +31,058 +8%
DWA
4
Douglass Winthrop Advisors
New York
$5.63M -$15.3K -801 -0.3%
US Bancorp
5
US Bancorp
Minnesota
$4.37M -$178K -9,338 -4%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$4M +$1.47M +77,335 +58%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.97M +$482K +25,321 +14%
AIC
8
AWM Investment Company
New York
$3.93M -$1.06M -55,536 -21%
Wells Fargo
9
Wells Fargo
California
$3.36M +$82.6K +4,336 +3%
State Street
10
State Street
Massachusetts
$3.11M +$173K +9,076 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$1.89M +$1.89M +99,334 New
Northern Trust
12
Northern Trust
Illinois
$1.54M +$184K +9,690 +14%
Charles Schwab
13
Charles Schwab
California
$1.29M +$29.6K +1,554 +2%
AWP
14
Abacus Wealth Partners
California
$1.2M -$38 -2 -0%
Millennium Management
15
Millennium Management
New York
$1.12M +$1.12M +58,701 New
Renaissance Technologies
16
Renaissance Technologies
New York
$738K +$369K +19,379 +100%
AQR Capital Management
17
AQR Capital Management
Connecticut
$625K +$378K +19,833 +153%
NL
18
Nuveen LLC
North Carolina
$513K -$9.44K -496 -2%
UBS Group
19
UBS Group
Switzerland
$512K +$76.3K +4,007 +18%
GCP
20
GSA Capital Partners
United Kingdom
$455K -$126K -6,634 -22%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$433K +$62.3K +3,273 +17%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$406K -$9.94K -522 -2%
CAM
23
Cresset Asset Management
Illinois
$380K -$475K -24,930 -56%
TI
24
Trexquant Investment
Connecticut
$333K +$333K +17,490 New
SPS
25
Susquehanna Portfolio Strategies
Pennsylvania
$329K +$329K +17,254 New