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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
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$839K +$755K +33,544 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$838K +$754K +33,509 New
IF
78
Integrity Financial
Wyoming
$832K
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$797K
PCM
80
Prelude Capital Management
New York
$730K +$184K +8,186 +39%
CAU
81
Caxton Associates (UK)
$689K +$620K +27,570 New
ACM
82
ADAR1 Capital Management
Texas
$666K +$599K +26,635 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$666K -$13K -577 -2%
FCBT
84
First Citizens Bank & Trust
North Carolina
$660K -$5.29K -235 -0.9%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$643K +$4.55K +202 +0.8%
QT
86
Quantbot Technologies
New York
$641K +$544K +24,172 +1,633%
IIM
87
INTECH Investment Management
Florida
$622K -$448K -19,910 -44%
Creative Planning
88
Creative Planning
Kansas
$547K +$77.7K +3,452 +19%
Walleye Trading
89
Walleye Trading
New York
$544K +$490K +21,760 New
TI
90
Tidal Investments
Wisconsin
$540K -$40.8K -1,814 -8%
BHCM
91
Brevan Howard Capital Management
Jersey
$514K -$322K -14,320 -41%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$512K -$606K -26,937 -57%
CMF
93
Counterpoint Mutual Funds
California
$505K +$28.5K +1,266 +7%
CC
94
Centiva Capital
New York
$500K +$450K +20,000 New
Prudential Financial
95
Prudential Financial
New Jersey
$491K -$33.8K -1,502 -7%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$481K -$1.94K -86 -0.4%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$473K -$7.86M -349,092 -95%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$470K -$142K -6,300 -25%
II
99
Inspire Investing
Idaho
$466K +$23.7K +1,055 +6%
LOAMU
100
Lombard Odier Asset Management (USA)
New York
$463K -$385K -17,117 -48%