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Forward Air

192 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, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $5.06M

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.85% less ownership

Funds ownership: 95.19%93.34% (-1.9%)

5% less funds holding

Funds holding: 202192 (-10)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

34% less capital invested

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

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
73
Reduced
51
Closed
34
Calls
$29.4M
Puts
$5.06M
Net Calls
+$24.4M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$5.96K
MCM
152
MAI Capital Management
Ohio
$5.23K +$2.8K +115 +58%
NSIM
153
North Star Investment Management
Illinois
$4.34K +$487 +20 +8%
OCWP
154
Owl Creek Wealth Partners
Colorado
$3.84K +$5.6K +230 New
HI
155
Harbour Investments
Wisconsin
$3.34K +$4.87K +200 New
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$3.04K +$292 +12 +7%
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$2.94K -$10.7K -441 -71%
PA
158
Parallel Advisors
California
$2.94K +$4.04K +166 +1,660%
LFG
159
Larson Financial Group
Missouri
$2.81K -$15.8K -650 -79%
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 -$282K -11,579 -99%
QCG
165
Quadrant Capital Group
Ohio
$1.49K -$1.61K -66 -43%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$1.23K
WPA
167
Wealth Preservation Advisors
Tennessee
$1.15K +$1.68K +69 New
AIM
168
Anchor Investment Management
South Carolina
$1.09K -$8.52K -350 -84%
Bessemer Group
169
Bessemer Group
New Jersey
$1K -$1.09K -45 -39%
SAM
170
Smartleaf Asset Management
Massachusetts
$535
BWA
171
Basecamp Wealth Advisors
Washington
$501
KG
172
Kilter Group
New York
$435
KFAS
173
Keating Financial Advisory Services
Kansas
$434 +$633 +26 New
CMA
174
Cedar Mountain Advisors
Oregon
$418
QL
175
Quarry LP
New York
$384 +$560 +23 New