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Fortress Biotech

51 hedge funds and large institutions have $21.5M invested in Fortress Biotech in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $16.5M → $21.5M (+$5.06M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

3.91% more ownership

Funds ownership: 15.01%18.92% (+3.9%)

9% less funds holding

Funds holding: 5651 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

44% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.12M

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
14
Closed
15
Calls
$1.19M
Puts
$2.12M
Net Calls
-$923K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$132K +$103K +36,074 New
CL
27
Choreo LLC
Illinois
$130K
PI
28
PFG Investments
New York
$127K +$17.9K +6,282 +22%
NA
29
NewEdge Advisors
Louisiana
$119K +$57.4K +20,131 +162%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$92.4K +$72K +25,250 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$86K +$3.48K +1,222 +5%
UBS Group
32
UBS Group
Switzerland
$84.6K -$20.5K -7,182 -24%
WCG
33
Weaver Consulting Group
California
$71.5K -$3.08K -1,080 -5%
APG
34
Abacus Planning Group
South Carolina
$53.2K
XT
35
XTX Topco
Cayman Islands
$52.8K +$41.1K +14,433 New
Prudential Financial
36
Prudential Financial
New Jersey
$47.7K -$379 -133 -1%
VWA
37
Visionary Wealth Advisors
Illinois
$41.1K +$32K +11,235 New
FFM
38
Forum Financial Management
Illinois
$36.6K +$28.5K +10,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$27.6K -$53.1K -18,636 -71%
Wells Fargo
40
Wells Fargo
California
$18.3K
MIM
41
MTM Investment Management
South Carolina
$15.6K +$12.1K +4,249 New
AAP
42
Arax Advisory Partners
Colorado
$15K +$5.7K +2,000 +96%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$8.78K -$65.8K -23,100 -91%
SPIA
44
Steward Partners Investment Advisory
New York
$8.78K -$12.5K -4,400 -65%
Morgan Stanley
45
Morgan Stanley
New York
$7.9K -$852 -299 -12%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.46K
Bank of America
47
Bank of America
North Carolina
$1.68K -$19K -6,663 -94%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$121
LFG
49
Larson Financial Group
Missouri
$59 +$46 +16 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$7