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Forward Air
FWRD

Overview Fund Activity

193 hedge funds and large institutions have $672M invested in Forward Air in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-16
Holders Change %
-7.66%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
57
Reduced
71
Closed
40
Calls
$21.4M
Puts
$31.8M
Net Calls
-$10.5M
Net Calls Change
-$6.36M

Top Buyers

1
LC
Littlejohn & Co
Connecticut
+$23.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.85M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$6.44M
4
MCM
Moore Capital Management
New York
+$6.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.95M

Top Sellers

1
MP
MFN Partners
Massachusetts
-$41.6M
2
GAM
Goldentree Asset Management
New York
-$22.9M
3
AFCM
Alta Fox Capital Management
Texas
-$22.3M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$11.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
151
Point72 Hong Kong
Hong Kong
$15.6K +$15.6K +774 New
EA
152
Emerald Advisers
Pennsylvania
$11.8K – – –
AIM
153
Anchor Investment Management
South Carolina
$11.4K – – –
VCM
154
Versant Capital Management
Arizona
$11.1K -$4.36K -217 -28%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$10.8K +$6.79K +338 +168%
S
156
SignatureFD
Georgia
$9.88K -$3.34K -166 -25%
SCM
157
Sterling Capital Management
North Carolina
$8.68K -$7.45K -371 -46%
AF
158
Allworth Financial
California
$7.25K -$760 -47 -9%
Bessemer Group
159
Bessemer Group
New Jersey
$7K -$454 -22 -6%
NSIM
160
North Star Investment Management
Illinois
$6.63K – – –
EWA
161
EverSource Wealth Advisors
Alabama
$5.1K -$241 -12 -5%
HIIFS
162
Harel Insurance Investments & Financial Services
Israel
$4K -$393 -21 -9%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$3.6K +$2.83K +141 +371%
SPIA
164
Steward Partners Investment Advisory
New York
$3.03K – – –
Jones Financial Companies
165
Jones Financial Companies
Missouri
$2.61K – – –
BIG
166
Brooklyn Investment Group
New York
$2.39K +$2.19K +109 +1,090%
UB
167
UMB Bank
Missouri
$1.65K -$141 -7 -8%
ME
168
McIlrath & Eck
Washington
$1.41K – – –
CFB
169
Cullen/Frost Bankers
Texas
$1.35K +$1.35K +67 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$1.1K – – –
CCM
171
Coldstream Capital Management
Washington
$1.07K +$1.07K +53 New
PS
172
Principal Securities
Iowa
$968 – – –
SC
173
SouthState Corp
Florida
$704 +$704 +35 New
SAM
174
Smartleaf Asset Management
Massachusetts
$642 -$3.27K -158 -84%
AAP
175
Arax Advisory Partners
Colorado
$623 +$623 +31 New
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