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Forward Air
FWRD

Overview Fund Activity

176 hedge funds and large institutions have $801M invested in Forward Air in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 51 closing their positions.

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
55
Reduced
54
Closed
51
Calls
$7.66M
Puts
$9.92M
Net Calls
-$2.25M
Net Calls Change
+$8.2M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$20.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.5M
3
UBS Group
3
UBS Group
Switzerland
$22.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.57M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.3M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$255K
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$1.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
BHCM
4
Brevan Howard Capital Management
Jersey
$0
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$216K
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
1
Clearlake Capital Group
California
$93.9M 3,825,000 – –
BlackRock
2
BlackRock
New York
$82.1M 3,344,552 -17,702 -0.5%
LC
3
Littlejohn & Co
Connecticut
$71.7M 2,921,880 +107,479 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.2M 2,045,702 -4,566 -0.2%
RPM
5
Ridgemont Partners Management
North Carolina
$47.2M 1,923,479 +12,864 +0.7%
AA
6
Ancora Advisors
Ohio
$33.4M 1,359,043 +128,653 +10%
ICM
7
Irenic Capital Management
New York
$30.2M 1,229,719 – –
PMG
8
Private Management Group
California
$25.7M 1,046,226 +83,600 +9%
PA
9
Paralel Advisors
Colorado
$23.9M 975,000 – –
State Street
10
State Street
Massachusetts
$23M 937,080 -28,764 -3%
JGC
11
J. Goldman & Co
New York
$22.7M 926,498 +62,810 +7%
UBS Group
12
UBS Group
Switzerland
$22.2M 902,881 +425,776 +89%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$20.7M 841,878 +841,878 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$19.3M 786,883 +252,509 +47%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$15.5M 632,091 +627,371 +13,292%
Bank of America
16
Bank of America
North Carolina
$15M 611,316 +121,190 +25%
Charles Schwab
17
Charles Schwab
California
$14.4M 586,493 -174,738 -23%
Morgan Stanley
18
Morgan Stanley
New York
$13M 530,936 -350,145 -40%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.9M 526,865 -27,261 -5%
JFG
20
Jefferies Financial Group
New York
$9.44M 384,634 -92,017 -19%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$8.57M 349,127 +300,225 +614%
OFCM
22
One Fin Capital Management
California
$8.22M 335,000 -65,000 -16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.94M 323,606 +2,514 +0.8%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$7.04M 286,843 +60,732 +27%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$6.42M 261,428 +88,185 +51%
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