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Forward Air

190 hedge funds and large institutions have $493M invested in Forward Air in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 201190 (-11)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

34% less capital invested

Capital invested by funds: $744M → $493M (-$251M)

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$5.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$5.96K
MCM
152
MAI Capital Management
Ohio
$5.23K
NSIM
153
North Star Investment Management
Illinois
$4.34K
OCWP
154
Owl Creek Wealth Partners
Colorado
$3.84K
HI
155
Harbour Investments
Wisconsin
$3.34K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$3.04K
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$2.94K
PA
158
Parallel Advisors
California
$2.94K
LFG
159
Larson Financial Group
Missouri
$2.81K
SPIA
160
Steward Partners Investment Advisory
New York
$2.41K
NWS
161
Nvest Wealth Strategies
Ohio
$2.01K
SIS
162
Sound Income Strategies
Florida
$1.72K
BW
163
Basepoint Wealth
Iowa
$1.67K
AAP
164
Arax Advisory Partners
Colorado
$1.52K
QCG
165
Quadrant Capital Group
Ohio
$1.49K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$1.23K
WPA
167
Wealth Preservation Advisors
Tennessee
$1.15K
AIM
168
Anchor Investment Management
South Carolina
$1.09K
Bessemer Group
169
Bessemer Group
New Jersey
$1K
SAM
170
Smartleaf Asset Management
Massachusetts
$535
KG
171
Kilter Group
New York
$435
KFAS
172
Keating Financial Advisory Services
Kansas
$434
CMA
173
Cedar Mountain Advisors
Oregon
$418
QL
174
Quarry LP
New York
$384
PWMG
175
Prestige Wealth Management Group
New Jersey
$285