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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 %
Millennium Management
26
Millennium Management
New York
$6.4M 260,731 +94,188 +57%
Invesco
27
Invesco
Georgia
$6.36M 259,039 -14,172 -5%
Northern Trust
28
Northern Trust
Illinois
$5.7M 232,362 -42,423 -15%
BCM
29
Brigade Capital Management
New York
$5.42M 220,850 +54,850 +33%
Goldman Sachs
30
Goldman Sachs
New York
$5.22M 212,614 -116,379 -35%
JF
31
Jump Financial
Illinois
$4.53M 184,453 +55,482 +43%
USPCM
32
Union Square Park Capital Management
New York
$4.29M 175,000 +35,000 +25%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.65M 148,935 -29,214 -16%
Squarepoint
34
Squarepoint
New York
$3.45M 140,751 +109,384 +349%
SG Americas Securities
35
SG Americas Securities
New York
$3.17M 129,087 -7,811 -6%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$3.04M 123,845 -215,678 -64%
Citigroup
37
Citigroup
New York
$2.99M 121,794 +83,231 +216%
CG
38
Carlyle Group
District of Columbia
$2.95M 107,214 – –
SPS
39
Susquehanna Portfolio Strategies
Pennsylvania
$2.9M 118,173 +118,173 New
AP
40
AlpInvest Partners
Netherlands
$2.85M 103,330 – –
CAU
41
Caxton Associates (UK)
$2.63M 107,113 +59,345 +124%
Principal Financial Group
42
Principal Financial Group
Iowa
$2.56M 104,210 +4,389 +4%
Marshall Wace
43
Marshall Wace
United Kingdom
$2.09M 85,312 +54,356 +176%
YIH
44
Y-Intercept (HK)
Hong Kong
$1.83M 74,418 +74,418 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.81M 73,583 +3,526 +5%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M 71,519 +8,176 +13%
RA
47
Royce & Associates
New York
$1.6M 65,014 -7,026 -10%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$1.57M 64,001 -48,499 -43%
NL
49
Nuveen LLC
North Carolina
$1.53M 62,311 -29,402 -32%
UBS AM
50
UBS AM
Illinois
$1.53M 62,238 +18,034 +41%
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