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Forward Air

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 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less funds holding

Funds holding: 193178 (-15)

23% less call options, than puts

Call options by funds: $8.9M | Put options by funds: $11.5M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.9M
Puts
$11.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$442K
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$439K
PCM
78
Prelude Capital Management
New York
$429K
II
79
Inspire Investing
Idaho
$392K
NRD
80
Nebula Research & Development
New York
$388K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$379K
FCBT
82
First Citizens Bank & Trust
North Carolina
$371K
MIM
83
MetLife Investment Management
New Jersey
$360K
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$357K
QCM
85
Quantinno Capital Management
New York
$320K
AG
86
Algert Global
California
$308K
LOAMU
87
Lombard Odier Asset Management (USA)
New York
$307K
SOADOR
88
State of Alaska Department of Revenue
Alaska
$306K
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$303K
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$303K
AWM
91
Apollon Wealth Management
South Carolina
$267K
PCM
92
Penn Capital Management
Pennsylvania
$255K
QC
93
Quadrature Capital
United Kingdom
$247K
LPL Financial
94
LPL Financial
California
$246K
NSEDCP
95
NJ State Employees Deferred Compensation Plan
New Jersey
$245K
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$240K
Dimensional Fund Advisors
97
Dimensional Fund Advisors
Texas
$239K
KK
98
KLP Kapitalforvaltning
Norway
$238K
IFU
99
iSAM Funds (UK)
United Kingdom
$233K
Walleye Trading
100
Walleye Trading
New York
$230K