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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
VCM
151
Versant Capital Management
Arizona
$22.6K -$158 -7 -0.8%
SCM
152
Sterling Capital Management
North Carolina
$20.6K -$2.41K -107 -11%
LFG
153
Larson Financial Group
Missouri
$20.4K +$15.1K +669 +449%
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$15.4K +$13.9K +617 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$14.8K +$2.27K +101 +21%
EA
156
Emerald Advisers
Pennsylvania
$14.6K
AF
157
Allworth Financial
California
$13.2K +$315 +14 +3%
FFA
158
Farther Finance Advisors
California
$13.1K +$3.08K +137 +35%
NSG
159
Nalls Sherbakoff Group
Tennessee
$12.5K
AIM
160
Anchor Investment Management
South Carolina
$10.4K -$338 -15 -3%
BNP Paribas Asset Management
161
BNP Paribas Asset Management
France
$9K +$3.33K +148 +73%
S
162
SignatureFD
Georgia
$8.93K +$2.27K +101 +39%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$7.2K -$203 -9 -3%
NSIM
164
North Star Investment Management
Illinois
$6K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$5.5K +$113 +5 +2%
UB
166
UMB Bank
Missouri
$5.2K +$2.48K +110 +112%
SL
167
Salomon & Ludwin
Virginia
$5.07K -$360 -16 -7%
HCA
168
Harbor Capital Advisors
Illinois
$5K -$90 -4 -2%
MCM
169
MAI Capital Management
Ohio
$4.95K -$59.9K -2,661 -93%
EWA
170
EverSource Wealth Advisors
Alabama
$4.3K +$2.18K +97 +129%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$4.25K -$2.07K -92 -35%
QCG
172
Quadrant Capital Group
Ohio
$3.88K -$1.53K -68 -30%
SPIA
173
Steward Partners Investment Advisory
New York
$3.6K
AAP
174
Arax Advisory Partners
Colorado
$3.23K +$259K +11,511 +7,240%
Bessemer Group
175
Bessemer Group
New Jersey
$3K +$1.55K +69 +153%