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Forward Air

202 hedge funds and large institutions have $744M invested in Forward Air in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $9.78M

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

0% more funds holding

Funds holding: 202202 (0)

15% less capital invested

Capital invested by funds: $874M → $744M (-$130M)

15.4% less ownership

Funds ownership: 110.59%95.19% (-15%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
33
Increased
73
Reduced
65
Closed
28
Calls
$69.6M
Puts
$9.78M
Net Calls
+$59.9M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
NWS
176
Nvest Wealth Strategies
Ohio
$3K +$2.7K +120 New
SIS
177
Sound Income Strategies
Florida
$2.86K +$2.25K +100 New
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$2.84K +$3.42K +152 New
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$2.75K +$113 +5 +5%
BW
180
Basepoint Wealth
Iowa
$2.5K +$2.25K +100 New
BFS
181
Bare Financial Services
Pennsylvania
$2.15K +$1.94K +86 New
Jones Financial Companies
182
Jones Financial Companies
Missouri
$1.9K -$1.13K -50 -40%
CIAM
183
Caitong International Asset Management
Hong Kong
$1.18K -$4.88K -217 -82%
SAM
184
Smartleaf Asset Management
Massachusetts
$860 +$518 +23 +209%
BWA
185
Basecamp Wealth Advisors
Washington
$750 +$675 +30 New
FFO
186
Fortitude Family Office
Arizona
$675
KG
187
Kilter Group
New York
$650 +$158 +7 +37%
CMA
188
Cedar Mountain Advisors
Oregon
$625 -$68 -3 -11%
CFM
189
Cornerstone Financial Management
Massachusetts
$575 +$518 +23 New
AGWCA
190
Annis Gardner Whiting Capital Advisors
Florida
$500
NA
191
NewEdge Advisors
Louisiana
$500
PWMG
192
Prestige Wealth Management Group
New Jersey
$475 +$428 +19 New
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$450
CFB
194
Cullen/Frost Bankers
Texas
$400 -$45 -2 -11%
SS
195
SBI Securities
Japan
$375 -$90 -4 -21%
VWM
196
Vermillion Wealth Management
Minnesota
$353
TWD
197
True Wealth Design
Ohio
$350
PA
198
Parallel Advisors
California
$250
AW
199
Ankerstar Wealth
Texas
$225 +$203 +9 New
IAIM
200
International Assets Investment Management
Florida
$125 +$113 +5 New