We are live on ! Find out more
FWRD icon

Forward Air

202 hedge funds and large institutions have $744M invested in Forward Air in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $9.78M

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

0% more funds holding

Funds holding: 202202 (0)

15% less capital invested

Capital invested by funds: $874M → $744M (-$130M)

15.4% less ownership

Funds ownership: 110.59%95.19% (-15%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
33
Increased
73
Reduced
65
Closed
28
Calls
$69.6M
Puts
$9.78M
Net Calls
+$59.9M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$6.17M -$1.73M -76,768 -24%
Goldman Sachs
27
Goldman Sachs
New York
$6.08M +$877K +38,952 +19%
Northern Trust
28
Northern Trust
Illinois
$5.5M -$189K -8,408 -4%
SC
29
Shay Capital
New York
$4.86M +$790K +35,107 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.57M +$3.13M +139,266 +319%
PAM
31
PSquared Asset Management
Switzerland
$4.39M +$2.4M +106,460 +154%
MRCM
32
Mill Road Capital Management
Connecticut
$4.19M +$900K +40,000 +31%
Squarepoint
33
Squarepoint
New York
$4.07M +$3.41M +151,699 +1,390%
SC
34
SummitTX Capital
Texas
$4.03M +$3.63M +161,190 New
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$3.82M +$2.66M +118,062 +340%
HF
36
HRT Financial
New York
$3.81M +$1.45M +64,230 +73%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.51M -$87.1K -3,870 -3%
Simplex Trading
38
Simplex Trading
Illinois
$3.44M +$1.66M +73,612 +115%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$3.42M -$536K -23,797 -15%
Group One Trading
40
Group One Trading
Illinois
$3.42M +$1.09M +48,410 +55%
CG
41
Carlyle Group
District of Columbia
$3.09M
Citigroup
42
Citigroup
New York
$3.01M +$239K +10,601 +10%
Hudson Bay Capital Management
43
Hudson Bay Capital Management
Connecticut
$2.98M -$1.77M -78,736 -40%
AP
44
AlpInvest Partners
Netherlands
$2.98M
SPS
45
Susquehanna Portfolio Strategies
Pennsylvania
$2.95M
DC
46
Diametric Capital
Massachusetts
$2.93M +$1.43M +63,718 +119%
JF
47
Jump Financial
Illinois
$2.74M -$380K -16,889 -13%
CM
48
Caption Management
Oklahoma
$2.67M +$2.41M +106,987 New
Principal Financial Group
49
Principal Financial Group
Iowa
$2.65M +$5.33K +237 +0.2%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$2.47M +$2.23M +98,888 New