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Fortress Biotech

46 hedge funds and large institutions have $7.66M invested in Fortress Biotech in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.34% more ownership

Funds ownership: 17.45%17.79% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 5346 (-7)

22% less capital invested

Capital invested by funds: $9.77M → $7.66M (-$2.11M)

56% less call options, than puts

Call options by funds: $130K | Put options by funds: $297K

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
19
Reduced
11
Closed
9
Calls
$130K
Puts
$297K
Net Calls
-$167K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.57M +$141K +80,058 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17M +$225K +127,497 +20%
PAM
3
PVG Asset Management
Colorado
$737K +$151K +85,926 +22%
NCM
4
Nantahala Capital Management
Connecticut
$508K +$353K +200,000 +159%
KAS
5
Kestra Advisory Services
Texas
$456K +$117K +66,250 +29%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$418K +$49.9K +28,314 +12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$371K +$58.2K +32,997 +16%
SAM
8
Shikiar Asset Management
New York
$368K
BlackRock
9
BlackRock
New York
$181K -$1.4K -792 -0.7%
HWM
10
HB Wealth Management
Georgia
$177K +$11.5K +6,500 +6%
AI
11
Atria Investments
North Carolina
$156K +$20.6K +11,693 +13%
Corient Private Wealth
12
Corient Private Wealth
Florida
$151K
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$141K -$167K -94,971 -51%
1WA
14
180 Wealth Advisors
Washington
$136K +$10.8K +6,150 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$96K
IWC
16
Integrated Wealth Concepts
Massachusetts
$92.7K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$72.7K +$42.2K +23,929 +106%
WCG
18
Weaver Consulting Group
California
$72.4K +$41.3K +23,419 +102%
PI
19
PFG Investments
New York
$70.6K +$17.6K +10,000 +28%
Group One Trading
20
Group One Trading
Illinois
$69.9K +$26.7K +15,124 +51%
Two Sigma Investments
21
Two Sigma Investments
New York
$69.9K -$16.3K -9,255 -17%
State Street
22
State Street
Massachusetts
$68.6K
CL
23
Choreo LLC
Illinois
$56.5K -$234 -133 -0.4%
Northern Trust
24
Northern Trust
Illinois
$56K
Renaissance Technologies
25
Renaissance Technologies
New York
$49.9K -$253K -143,800 -82%