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Forward Air
FWRD

Overview Fund Activity

193 hedge funds and large institutions have $672M invested in Forward Air in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-16
Holders Change %
-7.66%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
57
Reduced
71
Closed
40
Calls
$21.4M
Puts
$31.8M
Net Calls
-$10.5M
Net Calls Change
-$6.36M

Top Buyers

1
LC
Littlejohn & Co
Connecticut
$56.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
3
Verition Fund Management
Verition Fund Management
Connecticut
$8.91M
4
MCM
Moore Capital Management
New York
$6.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.45M

Top Sellers

1
MP
MFN Partners
Massachusetts
$0
2
GAM
Goldentree Asset Management
New York
$0
3
AFCM
Alta Fox Capital Management
Texas
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
1
Clearlake Capital Group
California
$76.8M – – –
BlackRock
2
BlackRock
New York
$67.5M -$2.36M -117,716 -3%
LC
3
Littlejohn & Co
Connecticut
$56.5M +$23.3M +1,159,747 +70%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.2M +$135K +6,702 +0.3%
RPM
5
Ridgemont Partners Management
North Carolina
$38.4M – – –
AA
6
Ancora Advisors
Ohio
$24.7M +$5.53M +275,500 +29%
ICM
7
Irenic Capital Management
New York
$24.7M – – –
PA
8
Paralel Advisors
Colorado
$19.6M +$4.52M +225,000 +30%
State Street
9
State Street
Massachusetts
$19.4M -$731K -36,403 -4%
PMG
10
Private Management Group
California
$19.3M -$101K -5,011 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$17.7M +$2.22M +110,376 +14%
JGC
12
J. Goldman & Co
New York
$17.4M +$3.8M +189,017 +28%
Charles Schwab
13
Charles Schwab
California
$15.3M +$108K +5,388 +0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.1M +$19.8K +986 +0.2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.7M +$8.85M +440,496 +469%
Bank of America
16
Bank of America
North Carolina
$9.85M +$2.03M +101,033 +26%
UBS Group
17
UBS Group
Switzerland
$9.59M +$456K +22,674 +5%
JFG
18
Jefferies Financial Group
New York
$9.58M +$3.84M +190,981 +67%
PCM
19
Penn Capital Management
Pennsylvania
$9.47M +$1.8M +89,629 +24%
Verition Fund Management
20
Verition Fund Management
Connecticut
$8.91M +$6.44M +320,635 +261%
OFCM
21
One Fin Capital Management
California
$8.04M +$1.29M +64,187 +19%
BHCM
22
Brevan Howard Capital Management
Jersey
$7.65M +$2.63M +130,785 +52%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$6.82M +$1.09M +54,320 +19%
Goldman Sachs
24
Goldman Sachs
New York
$6.61M -$891K -44,340 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.45M +$5.95M +296,001 +1,180%
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