Who Owns Formula Systems (1985) Ltd. (FORTY)?Hedge Fund & Institutional Holders
Institutional Holders
21
as of Q4 2025
Total Institutional Value
$1.3933112913612112e+21T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
FORTY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| GHP Investment Advisors, Inc. | New Position | +8K | +$1.3M |
| CX Institutional | New Position | +2K | +$361K |
| SBI Securities Co., Ltd. | New Position | +10 | +$1K |
| Smartleaf Asset Management LLC | New Position | +2 | +$0 |
| Altshuler Shaham Ltd | Increased | +2K | +$-747.8M |
FORTY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Decreased | -7 | -$459.5M |
| MORGAN STANLEY | Decreased | -6 | -$380.8M |
| UBS Group AG | Decreased | -106 | -$17.3M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -71 | -$10.0M |
| EverSource Wealth Advisors, LLC | Decreased | -11 | -$1.8M |
| OSAIC HOLDINGS, INC. | Decreased | -2 | -$982K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Clal Insurance Enterprises Holdings Ltd | 824,703 | $139.3M | 0.90% | Share |
| 2 | GHP Investment Advisors, Inc. | 7,716 | $1.3M | 0.05% | Share |
| 3 | CX Institutional | 2,159 | $361K | 0.01% | Share |
| 4 | UBS Group AG | 17 | $2K | 0.00% | Share |
| 5 | Altshuler Shaham Ltd | 7,015 | $1K | 0.02% | Share |
| 6 | SBI Securities Co., Ltd. | 10 | $1K | 0.00% | Share |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 100 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 2,300 | $0 | 0.00% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 1,000 | $0 | 0.00% | Share |
| 11 | MORGAN STANLEY | 7 | $0 | 0.00% | Share |
| 12 | BlackRock, Inc. | 680 | $0 | 0.00% | Share |
| 13 | EverSource Wealth Advisors, LLC | 2 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 400 | $0 | 0.00% | Share |
| 15 | Smartleaf Asset Management LLC | 2 | $0 | 0.00% | Share |
| 16 | OSAIC HOLDINGS, INC. | 5 | $0 | 0.00% | Share |
| 17 | DIMENSIONAL FUND ADVISORS LP | 2,219 | $0 | 0.00% | Share |
| 18 | DIMENSIONAL FUND ADVISORS LP | 198 | $0 | 0.00% | Share |
| 19 | DIMENSIONAL FUND ADVISORS LP | 812 | $0 | 0.00% | Share |
| 20 | RHUMBLINE ADVISERS | 113 | $0 | 0.00% | Share |
| 21 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
FORTY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $141.0M | +3 |
| Q3 2025 | 13 | $2.0B | -2 |
| Q2 2025 | 15 | $3.3B | -1 |
| Q1 2025 | 16 | $2.4B | +1 |
| Q4 2024 | 15 | $571.7B | +3 |
| Q3 2024 | 12 | $2.0T | +0 |
| Q2 2024 | 12 | $1.5T | +1 |
| Q1 2024 | 11 | $1.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 21 institutional investors hold FORTY (Formula Systems (1985) Ltd.). The largest holder is Clal Insurance Enterprises Holdings Ltd with $139.3M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own FORTY?
As of Q4 2025, 21 institutional investors report holding FORTY (Formula Systems (1985) Ltd.) in their 13F filings.
Who is the largest institutional holder of FORTY?
The largest institutional holder of FORTY is Clal Insurance Enterprises Holdings Ltd with $139.3M in shares.
Is institutional ownership of FORTY increasing or decreasing?
This quarter, 4 institutions opened new positions in FORTY and 1 closed their positions.