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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
WAM
126
Wolverine Asset Management
Illinois
$164K
BL
127
BFSG LLC
California
$164K
AB
128
Amalgamated Bank
New York
$159K -$585 -26 -0.4%
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$143K
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$142K -$9.45K -420 -7%
Comerica Bank
131
Comerica Bank
Texas
$132K -$25.1K -1,115 -17%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$128K +$4.39K +195 +4%
Osaic Holdings
133
Osaic Holdings
Arizona
$126K +$7.67K +341 +7%
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$123K
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$117K -$7.47K -332 -7%
SA
136
SRH Advisors
Kansas
$101K
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$95K +$45K +2,000 +111%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$91K
A
139
AlphaQuest
New York
$85.8K +$9.36K +416 +14%
SAG
140
SageView Advisory Group
California
$81K +$72.9K +3,239 New
GI
141
GAMMA Investing
California
$75.7K -$4.32K -192 -6%
KAS
142
Kestra Advisory Services
Texas
$73.8K +$66.5K +2,953 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$71.7K +$6.93K +308 +12%
US Bancorp
144
US Bancorp
Minnesota
$69.5K -$4.59K -204 -7%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$46.2K -$90K -4,000 -68%
TRCT
146
Tower Research Capital (TRC)
New York
$44.9K -$39.5K -1,756 -49%
AIP
147
Ameritas Investment Partners
Nebraska
$44.3K
GAFA
148
Garton & Associates Financial Advisors
Kentucky
$35.8K +$32.2K +1,430 New
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.1K -$2.86K -127 -10%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$26K +$5K +222 +27%