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Forward Air

197 hedge funds and large institutions have $873M invested in Forward Air in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $804M → $873M (+$69.3M)

2.89% more ownership

Funds ownership: 107.58%110.47% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.3M
Puts
$14.4M
Net Calls
Net Calls Change

Top Buyers

1 +$9.8M
2 +$8.29M
3 +$7.89M
4
RIL
Rothschild Investment LLC
Illinois
+$6.92M
5
Jane Street
Jane Street
New York
+$6.17M

Top Sellers

1 -$9.27M
2 -$8.57M
3 -$8.22M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.31M
5
LC
Littlejohn & Co
Connecticut
-$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$3.69K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$3.37K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$2.69K
UB
179
UMB Bank
Missouri
$2.51K
EWA
180
EverSource Wealth Advisors
Alabama
$1.92K
ME
181
McIlrath & Eck
Washington
$1.79K
Bessemer Group
182
Bessemer Group
New Jersey
$1K
CMA
183
Cedar Mountain Advisors
Oregon
$718
FFO
184
Fortitude Family Office
Arizona
$692
NA
185
NewEdge Advisors
Louisiana
$513
AGWCA
186
Annis Gardner Whiting Capital Advisors
Florida
$513
SS
187
SBI Securities
Japan
$487
CFB
188
Cullen/Frost Bankers
Texas
$462
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$462
VWM
190
Vermillion Wealth Management
Minnesota
$362
CT
191
Clearstead Trust
Maine
$359
TWD
192
True Wealth Design
Ohio
$359
HNB
193
Huntington National Bank
Ohio
$353
SAM
194
Smartleaf Asset Management
Massachusetts
$288
SIC
195
Salem Investment Counselors
North Carolina
$257
PA
196
Parallel Advisors
California
$256
ASN
197
Advisory Services Network
Georgia
$26
Balyasny Asset Management
198
Balyasny Asset Management
Illinois
OFCM
199
One Fin Capital Management
California
CAU
200
Caxton Associates (UK)