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Forward Air

198 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, 71 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
198
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
LFG
176
Larson Financial Group
Missouri
$3.82K
SPIA
177
Steward Partners Investment Advisory
New York
$3.69K
Jones Financial Companies
178
Jones Financial Companies
Missouri
$3.37K
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$2.69K
UB
180
UMB Bank
Missouri
$2.51K
EWA
181
EverSource Wealth Advisors
Alabama
$1.92K
ME
182
McIlrath & Eck
Washington
$1.79K
IA
183
IFP Advisors
Florida
$1.33K
Bessemer Group
184
Bessemer Group
New Jersey
$1K
CMA
185
Cedar Mountain Advisors
Oregon
$718
FFO
186
Fortitude Family Office
Arizona
$692
NA
187
NewEdge Advisors
Louisiana
$513
AGWCA
188
Annis Gardner Whiting Capital Advisors
Florida
$513
SS
189
SBI Securities
Japan
$487
CFB
190
Cullen/Frost Bankers
Texas
$462
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$462
VWM
192
Vermillion Wealth Management
Minnesota
$362
TWD
193
True Wealth Design
Ohio
$359
CT
194
Clearstead Trust
Maine
$359
HNB
195
Huntington National Bank
Ohio
$353
SAM
196
Smartleaf Asset Management
Massachusetts
$288
SIC
197
Salem Investment Counselors
North Carolina
$257
PA
198
Parallel Advisors
California
$256
ASN
199
Advisory Services Network
Georgia
$26
Balyasny Asset Management
200
Balyasny Asset Management
Illinois