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Fortress Biotech

49 hedge funds and large institutions have $9.23M invested in Fortress Biotech in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $7.66M → $9.23M (+$1.56M)

11% more call options, than puts

Call options by funds: $152K | Put options by funds: $137K

7% more funds holding

Funds holding: 4649 (+3)

1.02% less ownership

Funds ownership: 17.79%16.78% (-1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
16
Reduced
12
Closed
8
Calls
$152K
Puts
$137K
Net Calls
+$15K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$60.2K +$8.72K +5,034 +18%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$57.4K
FAIM
28
Financial Advocates Investment Management
Washington
$42.8K -$260 -150 -0.6%
XT
29
XTX Topco
Cayman Islands
$42.4K +$39.5K +22,791 New
TAM
30
Titleist Asset Management
Texas
$39.1K
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$34K -$125K -71,950 -79%
VF
32
Virtu Financial
New York
$30K +$6.13K +3,542 +28%
TSS
33
Two Sigma Securities
New York
$25.4K +$23.6K +13,635 New
Creative Planning
34
Creative Planning
Kansas
$23.2K +$21.6K +12,452 New
Goldman Sachs
35
Goldman Sachs
New York
$21.6K -$2.42K -1,399 -11%
TF
36
TME Financial
California
$21.4K
NA
37
NewEdge Advisors
Louisiana
$20.8K +$19.4K +11,200 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$19.7K +$18.4K +10,600 New
Prudential Financial
39
Prudential Financial
New Jersey
$19.1K -$36.8K -21,267 -67%
RS
40
R Squared
Hong Kong
$18.9K +$17.6K +10,171 New
Macquarie Group
41
Macquarie Group
Australia
$12K
Morgan Stanley
42
Morgan Stanley
New York
$4.57K -$15.4K -8,881 -78%
TRCT
43
Tower Research Capital (TRC)
New York
$1.68K +$1.57K +904 New
Bank of America
44
Bank of America
North Carolina
$1.29K +$64 +37 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.25K
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$703 +$3 +2 +0.5%
SS
47
SBI Securities
Japan
$221 -$686 -396 -77%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$61
Raymond James Financial
49
Raymond James Financial
Florida
$48 +$45 +26 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$1.57M -1,004,365 Closed

FBIO Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q2 2025, worth a combined $9.23M — up 20% from $7.66M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FBIO positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $1.76M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.57M sold.

  • 49 institutional investors held Fortress Biotech (FBIO) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $9.23M of Fortress Biotech stock for Q2 2025, up 20% quarter-over-quarter.
  • 11 funds opened new Fortress Biotech positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest Fortress Biotech buyer in Q2 2025 was Summit Financial, an estimated $1.76M added.
  • The largest Fortress Biotech seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2025.