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Forward Air

197 hedge funds and large institutions have $873M invested in Forward Air in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $804M → $873M (+$69.3M)

2.89% more ownership

Funds ownership: 107.58%110.47% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
197
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
$47.3M
Puts
$14.4M
Net Calls
Net Calls Change

Top Buyers

1 +$9.8M
2 +$8.29M
3 +$7.89M
4
RIL
Rothschild Investment LLC
Illinois
+$6.92M
5
Jane Street
Jane Street
New York
+$6.17M

Top Sellers

1 -$9.27M
2 -$8.57M
3 -$8.22M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.31M
5
LC
Littlejohn & Co
Connecticut
-$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
C
101
Covestor
United Kingdom
$447K
PCM
102
Penn Capital Management
Pennsylvania
$445K
YIH
103
Y-Intercept (HK)
Hong Kong
$430K
Fuller & Thaler Asset Management
104
Fuller & Thaler Asset Management
California
$413K
EGM
105
Engineers Gate Manager
New York
$410K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$404K
SG Americas Securities
107
SG Americas Securities
New York
$372K
QCM
108
Quantinno Capital Management
New York
$366K
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$317K
TSS
110
Two Sigma Securities
New York
$306K
MIM
111
MetLife Investment Management
New Jersey
$303K
AC
112
Aristeia Capital
Connecticut
$300K
IFU
113
iSAM Funds (UK)
United Kingdom
$288K
SOADOR
114
State of Alaska Department of Revenue
Alaska
$282K
Squarepoint
115
Squarepoint
New York
$280K
PAS
116
Point72 Asia (Singapore)
Singapore
$277K
OF
117
Optimize Financial
California
$272K
NSEDCP
118
NJ State Employees Deferred Compensation Plan
New Jersey
$256K
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$256K
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$255K
Mirae Asset Global ETFs Holdings
121
Mirae Asset Global ETFs Holdings
Hong Kong
$253K
HWM
122
HB Wealth Management
Georgia
$236K
HT
123
Headlands Technologies
Illinois
$231K
VF
124
Virtu Financial
New York
$228K
Neuberger Berman Group
125
Neuberger Berman Group
New York
$224K