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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.

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
1
CIBC World Market
Ontario, Canada
$20.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.5M
3
UBS Group
3
UBS Group
Switzerland
$22.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.57M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.3M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$255K
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$1.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
BHCM
4
Brevan Howard Capital Management
Jersey
$0
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$4.64K -$8.59K -350 -65%
PD
152
Point72 (DIFC)
United Arab Emirates
$4.48K -$119K -4,835 -96%
SPIA
153
Steward Partners Investment Advisory
New York
$3.71K – – –
Jones Financial Companies
154
Jones Financial Companies
Missouri
$3.17K – – –
AAP
155
Arax Advisory Partners
Colorado
$3.04K +$2.28K +93 +300%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$2.58K – – –
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$2.45K +$2.45K +100 New
RIL
158
Rothschild Investment LLC
Illinois
$1.96K +$1.35K +55 +220%
ME
159
McIlrath & Eck
Washington
$1.72K – – –
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$953 +$953 +39 New
FFO
161
Fortitude Family Office
Arizona
$663 +$663 +27 New
NA
162
NewEdge Advisors
Louisiana
$491 – – –
AGWCA
163
Annis Gardner Whiting Capital Advisors
Florida
$491 +$491 +20 New
EWA
164
EverSource Wealth Advisors
Alabama
$490 -$5.73K -234 -92%
CFB
165
Cullen/Frost Bankers
Texas
$442 -$1.2K -49 -73%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$442 – – –
SS
167
SBI Securities
Japan
$393 – – –
VWM
168
Vermillion Wealth Management
Minnesota
$346 – – –
CT
169
Clearstead Trust
Maine
$344 +$344 +14 New
TWD
170
True Wealth Design
Ohio
$344 +$344 +14 New
HNB
171
Huntington National Bank
Ohio
$339 -$121 -5 -26%
PA
172
Parallel Advisors
California
$245 – – –
RCM
173
Raleigh Capital Management
North Carolina
$221 – – –
TPWA
174
Twin Peaks Wealth Advisors
California
$175 +$175 +6 New
LFG
175
Larson Financial Group
Missouri
$123 – – –
5 6
7
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