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Forward Air

192 hedge funds and large institutions have $493M invested in Forward Air in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $5.06M

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.85% less ownership

Funds ownership: 95.19%93.34% (-1.9%)

5% less funds holding

Funds holding: 202192 (-10)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

34% less capital invested

Capital invested by funds: $744M → $493M (-$251M)

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
73
Reduced
51
Closed
34
Calls
$29.4M
Puts
$5.06M
Net Calls
+$24.4M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$612K -$152K -6,265 -15%
PCM
77
Prelude Capital Management
New York
$593K +$154K +6,320 +22%
IFG
78
Independent Financial Group
California
$585K
Creative Planning
79
Creative Planning
Kansas
$566K +$293K +12,033 +55%
CMF
80
Counterpoint Mutual Funds
California
$561K +$325K +13,352 +66%
IF
81
Integrity Financial
Wyoming
$556K
II
82
Inspire Investing
Idaho
$520K +$304K +12,501 +67%
QT
83
Quantbot Technologies
New York
$502K +$106K +4,365 +17%
FCBT
84
First Citizens Bank & Trust
North Carolina
$446K +$6.84K +281 +1%
Walleye Trading
85
Walleye Trading
New York
$437K +$107K +4,410 +20%
CW
86
Cornerstone Wealth
Tennessee
$428K +$465K +19,092 New
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$426K -$4.55K -187 -0.7%
SSA
88
Schonfeld Strategic Advisors
New York
$423K +$616K +25,329 New
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$407K +$135K +5,548 +30%
TI
90
Tidal Investments
Wisconsin
$364K +$4.5K +185 +0.9%
Prudential Financial
91
Prudential Financial
New Jersey
$363K +$49.9K +2,050 +10%
BHCM
92
Brevan Howard Capital Management
Jersey
$361K +$25.2K +1,037 +5%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$347K -$271K -11,119 -35%
QCM
94
Quantinno Capital Management
New York
$347K +$101K +4,155 +25%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$345K +$3.33K +137 +0.7%
ET
96
Entropy Technologies
New York
$329K +$250K +10,287 +110%
CP
97
CenterBook Partners
Connecticut
$329K +$117K +4,811 +32%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$319K -$3.89K -160 -0.8%
Verition Fund Management
99
Verition Fund Management
Connecticut
$315K -$1.1M -45,181 -71%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$307K -$12.7K -520 -3%