FWRD icon

Forward Air
FWRD

Overview Fund Activity

178 hedge funds and large institutions have $804M invested in Forward Air in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-15
Holders Change %
-7.77%
% of All Funds
2.39%
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
56
Reduced
54
Closed
51
Calls
$8.9M
Puts
$11.5M
Net Calls
-$2.61M
Net Calls Change
+$7.85M

Top Buyers

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

Top Sellers

1
PCM
Penn Capital Management
Pennsylvania
$255K
2
Verition Fund Management
Verition Fund Management
Connecticut
$1.22M
3
Morgan Stanley
Morgan Stanley
New York
$13M
4
BHCM
Brevan Howard Capital Management
Jersey
$0
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$6.4M +$2.31M +94,188 +57%
Invesco
27
Invesco
Georgia
$6.36M -$348K -14,172 -5%
Northern Trust
28
Northern Trust
Illinois
$5.7M -$1.04M -42,423 -15%
BCM
29
Brigade Capital Management
New York
$5.42M +$1.35M +54,850 +33%
Goldman Sachs
30
Goldman Sachs
New York
$5.22M -$2.86M -116,379 -35%
JF
31
Jump Financial
Illinois
$4.53M +$1.36M +55,482 +43%
USPCM
32
Union Square Park Capital Management
New York
$4.29M +$859K +35,000 +25%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.65M -$717K -29,214 -16%
Squarepoint
34
Squarepoint
New York
$3.45M +$2.68M +109,384 +349%
SG Americas Securities
35
SG Americas Securities
New York
$3.17M -$192K -7,811 -6%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$3.04M -$5.29M -215,678 -64%
Citigroup
37
Citigroup
New York
$2.99M +$2.04M +83,231 +216%
CG
38
Carlyle Group
District of Columbia
$2.95M – – –
SPS
39
Susquehanna Portfolio Strategies
Pennsylvania
$2.9M +$2.9M +118,173 New
AP
40
AlpInvest Partners
Netherlands
$2.85M – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.77M +$1.52M +62,097 +122%
CAU
42
Caxton Associates (UK)
$2.63M +$1.46M +59,345 +124%
Principal Financial Group
43
Principal Financial Group
Iowa
$2.56M +$108K +4,389 +4%
Marshall Wace
44
Marshall Wace
United Kingdom
$2.09M +$1.33M +54,356 +176%
YIH
45
Y-Intercept (HK)
Hong Kong
$1.83M +$1.83M +74,418 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.81M +$86.5K +3,526 +5%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M +$201K +8,176 +13%
RA
48
Royce & Associates
New York
$1.6M -$172K -7,026 -10%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$1.57M -$1.19M -48,499 -43%
NL
50
Nuveen LLC
North Carolina
$1.53M -$722K -29,402 -32%
1
2
3 4 5