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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
SF
1
Summit Financial
New Jersey
$1.89M +$1.76M +1,015,844 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.59M +$174K +100,371 +13%
KAS
3
Kestra Advisory Services
Texas
$618K +$68.4K +39,517 +14%
NCM
4
Nantahala Capital Management
Connecticut
$605K
PAM
5
PVG Asset Management
Colorado
$599K -$260K -150,260 -32%
SAM
6
Shikiar Asset Management
New York
$518K +$73.6K +42,500 +18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$437K -$4.75K -2,744 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$316K -$170K -98,195 -37%
BlackRock
9
BlackRock
New York
$246K +$28.2K +16,298 +14%
Citadel Advisors
10
Citadel Advisors
Florida
$230K +$192K +110,999 +861%
Corient Private Wealth
11
Corient Private Wealth
Florida
$180K
Northern Trust
12
Northern Trust
Illinois
$173K +$99.3K +57,315 +160%
1WA
13
180 Wealth Advisors
Washington
$173K +$9.7K +5,600 +6%
AI
14
Atria Investments
North Carolina
$165K -$19.4K -11,208 -11%
IWC
15
Integrated Wealth Concepts
Massachusetts
$126K +$14.9K +8,600 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$114K +$52 +30 +0%
PI
17
PFG Investments
New York
$103K +$17.6K +10,160 +22%
PAM
18
Panagora Asset Management
Massachusetts
$93.1K +$86.7K +50,065 New
Two Sigma Investments
19
Two Sigma Investments
New York
$85.2K +$1.79K +1,033 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$84.9K +$79K +45,635 New
WCG
21
Weaver Consulting Group
California
$83.5K -$2.6K -1,500 -3%
State Street
22
State Street
Massachusetts
$81.8K
UBS Group
23
UBS Group
Switzerland
$80.3K +$52.8K +30,496 +241%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$72.8K -$12.9K -7,458 -16%
CL
25
Choreo LLC
Illinois
$67.4K

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.