FWRD icon

Forward Air
FWRD

Overview Fund Activity

178 hedge funds and large institutions have $804M invested in Forward Air in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-15
Holders Change %
-7.77%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
56
Reduced
54
Closed
51
Calls
$8.9M
Puts
$11.5M
Net Calls
-$2.61M
Net Calls Change
+$7.85M

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$20.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15.5M
3
UBS Group
UBS Group
Switzerland
$22.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.57M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.3M

Top Sellers

1
PCM
Penn Capital Management
Pennsylvania
$255K
2
Verition Fund Management
Verition Fund Management
Connecticut
$1.22M
3
Morgan Stanley
Morgan Stanley
New York
$13M
4
BHCM
Brevan Howard Capital Management
Jersey
$0
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
201
Boothbay Fund Management
New York
– -$263K -13,108 Closed
CF
202
Corebridge Financial
Texas
– -$259K -12,912 Closed
CCIA
203
Campbell & Co Investment Adviser
Maryland
– -$259K -12,872 Closed
Federated Hermes
204
Federated Hermes
Pennsylvania
– -$257K -12,771 Closed
FRM
205
Fox Run Management
Connecticut
– -$221K -10,980 Closed
BPA
206
Beacon Pointe Advisors
California
– -$216K -10,750 Closed
AQR Capital Management
207
AQR Capital Management
Connecticut
– -$201K -10,009 Closed
Amundi
208
Amundi
France
– -$138K -9,249 Closed
CSS
209
Cubist Systematic Strategies
Connecticut
– -$173K -8,604 Closed
Walleye Capital
210
Walleye Capital
New York
– -$141K -7,026 Closed
SWM
211
Spire Wealth Management
Virginia
– -$48.9K -2,435 Closed
BAM
212
Byrne Asset Management
New Jersey
– -$39K -1,940 Closed
QCG
213
Quadrant Capital Group
Ohio
– -$24.2K -1,205 Closed
QL
214
Quarry LP
New York
– -$18.2K -907 Closed
GWM
215
Geneos Wealth Management
Colorado
– -$17.3K -860 Closed
PHK
216
Point72 Hong Kong
Hong Kong
– -$15.6K -774 Closed
HIIFS
217
Harel Insurance Investments & Financial Services
Israel
– -$4K -214 Closed
BIG
218
Brooklyn Investment Group
New York
– -$2.39K -119 Closed
UB
219
UMB Bank
Missouri
– -$1.65K -82 Closed
CCM
220
Coldstream Capital Management
Washington
– -$1.07K -53 Closed
SC
221
SouthState Corp
Florida
– -$704 -35 Closed
SAM
222
Smartleaf Asset Management
Massachusetts
– -$642 -31 Closed
PS
223
Principal Securities
Iowa
– -$968 -30 Closed
PFBT
224
Parkside Financial Bank & Trust
Missouri
– -$423 -21 Closed
CA
225
Continuum Advisory
Idaho
– -$382 -19 Closed
5 6 7 8
9