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Forward Air

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 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less funds holding

Funds holding: 193178 (-15)

23% less call options, than puts

Call options by funds: $8.9M | Put options by funds: $11.5M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
178
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
$8.9M
Puts
$11.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$4.64K
PD
152
Point72 (DIFC)
United Arab Emirates
$4.48K
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
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
RIL
158
Rothschild Investment LLC
Illinois
$1.96K
ME
159
McIlrath & Eck
Washington
$1.72K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$953
FFO
161
Fortitude Family Office
Arizona
$663
NA
162
NewEdge Advisors
Louisiana
$491
AGWCA
163
Annis Gardner Whiting Capital Advisors
Florida
$491
EWA
164
EverSource Wealth Advisors
Alabama
$490
CFB
165
Cullen/Frost Bankers
Texas
$442
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
TWD
170
True Wealth Design
Ohio
$344
HNB
171
Huntington National Bank
Ohio
$339
PA
172
Parallel Advisors
California
$245
RCM
173
Raleigh Capital Management
North Carolina
$221
TPWA
174
Twin Peaks Wealth Advisors
California
$175
LFG
175
Larson Financial Group
Missouri
$123