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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
CCG
1
Clearlake Capital Group
California
$95.6M
BlackRock
2
BlackRock
New York
$85M +$4.03M +179,170 +6%
LC
3
Littlejohn & Co
Connecticut
$60.7M -$7.34M -326,100 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.6M -$252K -11,183 -0.5%
ICM
5
Irenic Capital Management
New York
$30.7M
PA
6
Paralel Advisors
Colorado
$24.4M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24M +$5.2M +231,147 +32%
State Street
8
State Street
Massachusetts
$23.7M +$447K +19,854 +2%
PMG
9
Private Management Group
California
$23.2M -$173K -7,680 -0.8%
MAM
10
Melqart Asset Management
United Kingdom
$21.2M +$10.5M +467,482 +122%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$19.6M +$646K +28,693 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.3M +$267K +11,849 +2%
UBS Group
13
UBS Group
Switzerland
$12.3M -$1.11M -49,333 -9%
Charles Schwab
14
Charles Schwab
California
$12M -$628K -27,899 -5%
Jane Street
15
Jane Street
New York
$10.5M +$3.14M +139,373 +50%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$10.1M +$4.68M +208,096 +106%
Bank of America
17
Bank of America
North Carolina
$9.62M -$2.93M -130,163 -25%
Morgan Stanley
18
Morgan Stanley
New York
$8.6M -$1.4M -62,087 -15%
Citadel Advisors
19
Citadel Advisors
Florida
$7.74M +$5.31M +236,115 +321%
Walleye Capital
20
Walleye Capital
New York
$7.18M +$2.2M +97,933 +52%
Deutsche Bank
21
Deutsche Bank
Germany
$7.04M +$5.62M +249,791 +780%
RA
22
Royce & Associates
New York
$7.04M +$2.39M +106,364 +61%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$6.8M +$1.05M +46,495 +21%
Invesco
24
Invesco
Georgia
$6.72M +$1.04M +46,240 +21%
N
25
Nuveen
North Carolina
$6.36M -$201K -8,914 -3%