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Forward Air

199 hedge funds and large institutions have $743M invested in Forward Air in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 28 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 first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $873M → $743M (-$130M)

15.39% less ownership

Funds ownership: 110.47%95.08% (-15%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
199
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
$68.8M
Puts
$9.78M
Net Calls
Net Calls Change

Top Sellers

1 -$37.8M
2 -$24.5M
3 -$10.2M
4
Millennium Management
Millennium Management
New York
-$8.06M
5
JFG
Jefferies Financial Group
New York
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sterling Capital Management
North Carolina
$20.6K
LFG
152
Larson Financial Group
Missouri
$20.4K
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$15.4K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$14.8K
EA
155
Emerald Advisers
Pennsylvania
$14.6K
AF
156
Allworth Financial
California
$13.2K
FFA
157
Farther Finance Advisors
California
$13.1K
AIM
158
Anchor Investment Management
South Carolina
$10.4K
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$9K
S
160
SignatureFD
Georgia
$8.93K
CIAM
161
Caitong International Asset Management
Hong Kong
$8.78K
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$7.2K
NSIM
163
North Star Investment Management
Illinois
$6K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$5.5K
UB
165
UMB Bank
Missouri
$5.2K
SL
166
Salomon & Ludwin
Virginia
$5.07K
HCA
167
Harbor Capital Advisors
Illinois
$5K
MCM
168
MAI Capital Management
Ohio
$4.95K
EWA
169
EverSource Wealth Advisors
Alabama
$4.3K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$4.25K
QCG
171
Quadrant Capital Group
Ohio
$3.88K
SPIA
172
Steward Partners Investment Advisory
New York
$3.6K
AAP
173
Arax Advisory Partners
Colorado
$3.23K
Bessemer Group
174
Bessemer Group
New Jersey
$3K
NWS
175
Nvest Wealth Strategies
Ohio
$3K