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Forward Air

192 hedge funds and large institutions have $493M invested in Forward Air in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $5.06M

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.85% less ownership

Funds ownership: 95.19%93.34% (-1.9%)

5% less funds holding

Funds holding: 202192 (-10)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

34% less capital invested

Capital invested by funds: $744M → $493M (-$251M)

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
73
Reduced
51
Closed
34
Calls
$29.4M
Puts
$5.06M
Net Calls
+$24.4M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1
Clearlake Capital Group
California
$63.9M
BlackRock
2
BlackRock
New York
$61.8M +$7.28M +299,283 +9%
ICM
3
Irenic Capital Management
New York
$20.6M
PMG
4
Private Management Group
California
$19.3M +$5.52M +226,598 +24%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.2M +$3.04M +124,781 +13%
State Street
6
State Street
Massachusetts
$17.6M +$2.52M +103,575 +11%
VCM
7
Vanguard Capital Management
Pennsylvania
$17.2M +$25M +1,026,697 New
PA
8
Paralel Advisors
Colorado
$16.3M
VPM
9
Vanguard Portfolio Management
Pennsylvania
$15M +$21.9M +898,220 New
MAM
10
Melqart Asset Management
United Kingdom
$14.7M +$678K +27,868 +3%
UBS Group
11
UBS Group
Switzerland
$12.6M +$6.43M +264,132 +54%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$12.3M -$1.23M -50,459 -6%
LC
13
Littlejohn & Co
Connecticut
$12.3M -$41.2M -1,693,098 -70%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.22M +$485K +19,946 +4%
Charles Schwab
15
Charles Schwab
California
$8.32M +$383K +15,745 +3%
Jane Street
16
Jane Street
New York
$8.23M +$1.79M +73,540 +18%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$8.02M +$1.84M +75,490 +19%
Morgan Stanley
18
Morgan Stanley
New York
$6.98M +$1.79M +73,458 +21%
Citadel Advisors
19
Citadel Advisors
Florida
$6.94M +$2.57M +105,744 +34%
HF
20
HRT Financial
New York
$6.8M +$6.2M +254,802 +167%
RA
21
Royce & Associates
New York
$5.82M +$1.62M +66,445 +24%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$5.33M +$4.04M +166,084 +109%
Invesco
23
Invesco
Georgia
$5.23M +$1.07M +43,792 +16%
Bank of America
24
Bank of America
North Carolina
$5.2M -$1.79M -73,601 -19%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$4.63M +$3.41M +140,244 +102%