Who Owns Formula Systems (1985) Ltd. (FORTY)?Hedge Fund & Institutional Holders
Institutional Holders
21
as of Q4 2025
Total Institutional Value
$1.2910001000000139e+36T
% 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 | +$1.3B |
| Altshuler Shaham Ltd | Increased | +2K | +$252.2M |
| SBI Securities Co., Ltd. | New Position | +10 | +$1.0M |
| CX Institutional | New Position | +2K | +$361K |
| Smartleaf Asset Management LLC | New Position | +2 | +$0 |
FORTY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Decreased | -7 | -$459.5M |
| UBS Group AG | Decreased | -106 | -$15.3M |
| EverSource Wealth Advisors, LLC | Decreased | -11 | -$1.8M |
| OSAIC HOLDINGS, INC. | Decreased | -2 | -$982K |
| MORGAN STANLEY | Decreased | -6 | -$378K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -71 | -$9K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GHP Investment Advisors, Inc. | 7,716 | $1.3B | 0.05% | Share |
| 2 | Altshuler Shaham Ltd | 7,015 | $1.0B | 0.02% | Share |
| 3 | Clal Insurance Enterprises Holdings Ltd | 824,703 | $139.3M | 0.90% | Share |
| 4 | UBS Group AG | 17 | $2.0M | 0.00% | Share |
| 5 | SBI Securities Co., Ltd. | 10 | $1.0M | 0.00% | Share |
| 6 | CX Institutional | 2,159 | $361K | 0.01% | Share |
| 7 | MORGAN STANLEY | 2,300 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 400 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 7 | $0 | 0.00% | Share |
| 10 | BlackRock, Inc. | 680 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 5 | $0 | 0.00% | Share |
| 12 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 13 | RHUMBLINE ADVISERS | 113 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 15 | EverSource Wealth Advisors, LLC | 2 | $0 | 0.00% | Share |
| 16 | BANK OF AMERICA CORP /DE/ | 1,000 | $0 | 0.00% | Share |
| 17 | Smartleaf Asset Management LLC | 2 | $0 | 0.00% | Share |
| 18 | DIMENSIONAL FUND ADVISORS LP | 2,219 | $0 | 0.00% | Share |
| 19 | DIMENSIONAL FUND ADVISORS LP | 198 | $0 | 0.00% | Share |
| 20 | DIMENSIONAL FUND ADVISORS LP | 812 | $0 | 0.00% | Share |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 100 | $0 | 0.00% | Share |
FORTY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $2.4B | +3 |
| Q3 2025 | 13 | $1.4B | -2 |
| Q2 2025 | 15 | $3.2B | -1 |
| Q1 2025 | 16 | $2.4B | +1 |
| Q4 2024 | 15 | $7.3B | +3 |
| Q3 2024 | 12 | $223.4B | +0 |
| Q2 2024 | 12 | $1.6B | +1 |
| Q1 2024 | 11 | $1.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 21 institutional investors hold FORTY (Formula Systems (1985) Ltd.). The largest holder is GHP Investment Advisors, Inc. with $1.3B 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 GHP Investment Advisors, Inc. with $1.3B in shares.
Is institutional ownership of FORTY increasing or decreasing?
This quarter, 4 institutions opened new positions in FORTY and 1 closed their positions.