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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 %
CCG
1
Clearlake Capital Group
California
$93.9M – – –
BlackRock
2
BlackRock
New York
$82.1M -$434K -17,702 -0.5%
LC
3
Littlejohn & Co
Connecticut
$71.7M +$2.64M +107,479 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.2M -$112K -4,566 -0.2%
RPM
5
Ridgemont Partners Management
North Carolina
$47.2M +$316K +12,864 +0.7%
AA
6
Ancora Advisors
Ohio
$33.4M +$3.16M +128,653 +10%
ICM
7
Irenic Capital Management
New York
$30.2M – – –
PMG
8
Private Management Group
California
$25.7M +$2.05M +83,600 +9%
PA
9
Paralel Advisors
Colorado
$23.9M – – –
State Street
10
State Street
Massachusetts
$23M -$706K -28,764 -3%
JGC
11
J. Goldman & Co
New York
$22.7M +$1.54M +62,810 +7%
UBS Group
12
UBS Group
Switzerland
$22.2M +$10.4M +425,776 +89%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$20.7M +$20.7M +841,878 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$19.3M +$6.2M +252,509 +47%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$15.5M +$15.4M +627,371 +13,292%
Bank of America
16
Bank of America
North Carolina
$15M +$2.97M +121,190 +25%
Charles Schwab
17
Charles Schwab
California
$14.4M -$4.29M -174,738 -23%
Morgan Stanley
18
Morgan Stanley
New York
$13M -$8.59M -350,145 -40%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.9M -$669K -27,261 -5%
JFG
20
Jefferies Financial Group
New York
$9.44M -$2.26M -92,017 -19%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$8.57M +$7.37M +300,225 +614%
OFCM
22
One Fin Capital Management
California
$8.22M -$1.6M -65,000 -16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.94M +$61.7K +2,514 +0.8%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$7.04M +$1.49M +60,732 +27%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$6.42M +$2.16M +88,185 +51%
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