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Fortress Biotech

51 hedge funds and large institutions have $14.9M invested in Fortress Biotech in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0% more funds holding

Funds holding: 5151 (0)

1.7% less ownership

Funds ownership: 18.92%17.23% (-1.7%)

31% less capital invested

Capital invested by funds: $21.5M → $14.9M (-$6.61M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

49% less call options, than puts

Call options by funds: $585K | Put options by funds: $1.16M

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
17
Closed
11
Calls
$585K
Puts
$1.16M
Net Calls
-$570K
Net Calls Change
+$353K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$101K
TSS
27
Two Sigma Securities
New York
$69K +$84.1K +24,744 New
SF
28
Summit Financial
New Jersey
$57.6K -$1.42M -419,269 -95%
Corient Private Wealth
29
Corient Private Wealth
Florida
$41.7K -$607K -178,637 -92%
APG
30
Abacus Planning Group
South Carolina
$40.5K
UBS Group
31
UBS Group
Switzerland
$40.4K -$29.3K -8,635 -37%
Prudential Financial
32
Prudential Financial
New Jersey
$36.4K
NA
33
NewEdge Advisors
Louisiana
$36.1K -$66.6K -19,604 -60%
VGA
34
Vanguard Global Advisers
Pennsylvania
$35.1K +$42.7K +12,578 New
WCG
35
Weaver Consulting Group
California
$31.7K -$27.7K -8,165 -42%
Wells Fargo
36
Wells Fargo
California
$29.5K +$18.9K +5,575 +112%
TRCT
37
Tower Research Capital (TRC)
New York
$29.3K +$35.7K +10,495 New
FFM
38
Forum Financial Management
Illinois
$27.9K
Osaic Holdings
39
Osaic Holdings
Arizona
$13.9K -$8.69K -2,558 -34%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$13.4K +$16.4K +4,812 New
MIM
41
MTM Investment Management
South Carolina
$11.9K
Morgan Stanley
42
Morgan Stanley
New York
$10.8K +$5.87K +1,726 +80%
Federated Hermes
43
Federated Hermes
Pennsylvania
$3.52K +$4.29K +1,261 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2K +$2.33K +687 New
JP Morgan Chase
45
JP Morgan Chase
New York
$915 -$1.13K -333 -50%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$614 +$748 +220 New
CIAM
47
Caitong International Asset Management
Hong Kong
$594 +$724 +213 New
SPIA
48
Steward Partners Investment Advisory
New York
$279 -$7.82K -2,300 -96%
LFG
49
Larson Financial Group
Missouri
$187 +$173 +51 +319%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$92

FBIO Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q1 2026, worth a combined $14.9M — down 31% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FBIO positions and 11 closed out — a net gain of 2 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was GSA Capital Partners, adding an estimated $741K. The largest seller was Summit Financial, cutting an estimated $1.42M.

  • 51 institutional investors held Fortress Biotech (FBIO) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $14.9M of Fortress Biotech stock for Q1 2026, down 31% quarter-over-quarter.
  • 13 funds opened new Fortress Biotech positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest Fortress Biotech buyer in Q1 2026 was GSA Capital Partners, an estimated $741K added.
  • The largest Fortress Biotech seller in Q1 2026 was Summit Financial, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2026.