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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
SIS
176
Sound Income Strategies
Florida
$2.86K
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$2.84K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$2.75K
BW
179
Basepoint Wealth
Iowa
$2.5K
BFS
180
Bare Financial Services
Pennsylvania
$2.15K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$1.9K
SAM
182
Smartleaf Asset Management
Massachusetts
$860
FFO
183
Fortitude Family Office
Arizona
$675
KG
184
Kilter Group
New York
$650
CMA
185
Cedar Mountain Advisors
Oregon
$625
CFM
186
Cornerstone Financial Management
Massachusetts
$575
NA
187
NewEdge Advisors
Louisiana
$500
AGWCA
188
Annis Gardner Whiting Capital Advisors
Florida
$500
PWMG
189
Prestige Wealth Management Group
New Jersey
$475
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$450
CFB
191
Cullen/Frost Bankers
Texas
$400
SS
192
SBI Securities
Japan
$375
VWM
193
Vermillion Wealth Management
Minnesota
$353
TWD
194
True Wealth Design
Ohio
$350
PA
195
Parallel Advisors
California
$250
AW
196
Ankerstar Wealth
Texas
$225
IAIM
197
International Assets Investment Management
Florida
$125
IA
198
IFP Advisors
Florida
$100
HNB
199
Huntington National Bank
Ohio
$20
AA
200
Ancora Advisors
Ohio