We are live on ! Find out more
FWRD icon

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
NA
176
NewEdge Advisors
Louisiana
$301 -$49 -2 -10%
PWMG
177
Prestige Wealth Management Group
New Jersey
$285 -$49 -2 -11%
CFB
178
Cullen/Frost Bankers
Texas
$267
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$251 -$73 -3 -17%
SS
180
SBI Securities
Japan
$251
VWM
181
Vermillion Wealth Management
Minnesota
$236
UB
182
UMB Bank
Missouri
$234 -$4.72K -194 -93%
TWD
183
True Wealth Design
Ohio
$234
SHIM
184
Stone House Investment Management
Pennsylvania
$167 +$243 +10 New
AW
185
Ankerstar Wealth
Texas
$150
IAIM
186
International Assets Investment Management
Florida
$86
EP
187
Essential Partners
California
$84 +$122 +5 New
IA
188
IFP Advisors
Florida
$67
GWM
189
Gilpin Wealth Management
Colorado
$67 +$97 +4 New
SIC
190
SJS Investment Consulting
Ohio
$67 +$97 +4 New
AGWCA
191
Annis Gardner Whiting Capital Advisors
Florida
$34 -$438 -18 -90%
HNB
192
Huntington National Bank
Ohio
$20
Walleye Capital
193
Walleye Capital
New York
-$7.18M -287,094 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.57M -182,985 Closed
PAM
195
PSquared Asset Management
Switzerland
-$4.39M -175,760 Closed
SC
196
SummitTX Capital
Texas
-$4.03M -161,190 Closed
BCM
197
Brigade Capital Management
New York
-$1.93M -77,357 Closed
SG Americas Securities
198
SG Americas Securities
New York
-$1.22M -48,812 Closed
YIH
199
Y-Intercept (HK)
Hong Kong
-$1.21M -48,434 Closed
AC
200
Aristeia Capital
Connecticut
-$868K -34,709 Closed