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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 %
Creative Planning
76
Creative Planning
Kansas
$442K -$64.6K -2,634 -13%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$439K -$44.5K -1,814 -9%
PCM
78
Prelude Capital Management
New York
$429K +$158K +6,446 +58%
II
79
Inspire Investing
Idaho
$392K -$28.9K -1,178 -7%
NRD
80
Nebula Research & Development
New York
$388K +$388K +15,823 New
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$379K +$18.7K +762 +5%
FCBT
82
First Citizens Bank & Trust
North Carolina
$371K +$371K +15,126 New
MIM
83
MetLife Investment Management
New Jersey
$360K – – –
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$357K +$357K +14,563 New
QCM
85
Quantinno Capital Management
New York
$320K +$320K +13,057 New
AG
86
Algert Global
California
$308K +$308K +12,540 New
LOAMU
87
Lombard Odier Asset Management (USA)
New York
$307K -$607K -24,731 -66%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$306K +$35K +1,428 +13%
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$303K -$62.1K -2,530 -17%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$303K – – –
AWM
91
Apollon Wealth Management
South Carolina
$267K +$267K +10,863 New
PCM
92
Penn Capital Management
Pennsylvania
$255K -$11.3M -460,179 -98%
QC
93
Quadrature Capital
United Kingdom
$247K +$247K +10,085 New
LPL Financial
94
LPL Financial
California
$246K +$246K +10,006 New
NSEDCP
95
NJ State Employees Deferred Compensation Plan
New Jersey
$245K – – –
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$240K +$240K +9,800 New
Dimensional Fund Advisors
97
Dimensional Fund Advisors
Texas
$239K +$239K +9,754 New
KK
98
KLP Kapitalforvaltning
Norway
$238K +$58.9K +2,400 +33%
IFU
99
iSAM Funds (UK)
United Kingdom
$233K +$233K +9,507 New
Walleye Trading
100
Walleye Trading
New York
$230K -$785K -31,971 -77%
2 3
4
5 6