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Fortrea Holdings

359 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 104 increasing their positions, 105 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $3.05M

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

3% more funds holding

Funds holding: 350359 (+9)

1% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 105

1.98% less ownership

Funds ownership: 106.35%104.37% (-2%)

60% less capital invested

Capital invested by funds: $1.78B → $711M (-$1.07B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
359
Holders Change
+9
Holders Change %
+2.57%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
71
Increased
104
Reduced
105
Closed
59
Calls
$6.12M
Puts
$3.05M
Net Calls
+$3.07M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$10.9K -$847 -60 -4%
HC
227
Hara Capital
Washington
$10.8K -$20.2K -1,430 -50%
SFI
228
Siemens Fonds Invest
Germany
$10.5K +$19.7K +1,392 New
BCWM
229
Bartlett & Co Wealth Management
Ohio
$9.96K
MCM
230
MAI Capital Management
Ohio
$9.48K -$2.09K -148 -11%
SSB
231
Sandy Spring Bank
Maryland
$9.41K -$17.2K -1,216 -49%
VCM
232
Versant Capital Management
Arizona
$9.2K +$9.53K +675 +124%
TWD
233
True Wealth Design
Ohio
$8.36K +$15.6K +1,107 New
LFG
234
Larson Financial Group
Missouri
$8.2K +$14.5K +1,027 +1,741%
HBW
235
Hazlett, Burt & Watson
West Virginia
$8K
AP
236
Atwood & Palmer
Missouri
$7.55K
OIA
237
Optimum Investment Advisors
Illinois
$7.54K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$7.26K +$2.51K +178 +25%
Macquarie Group
239
Macquarie Group
Australia
$7.12K -$1.29M -91,181 -99%
WB
240
Webster Bank
Connecticut
$6.61K
SIM
241
Studio Investment Management
Illinois
$6.49K +$12.1K +860 New
CTC
242
Central Trust Company
Missouri
$6.46K -$946 -67 -7%
AIM
243
Anchor Investment Management
South Carolina
$6.44K -$9.89K -700 -45%
FFA
244
Farther Finance Advisors
California
$6.44K +$9.62K +681 +294%
AAP
245
Arax Advisory Partners
Colorado
$5.1K -$579 -41 -6%
C
246
Covestor
United Kingdom
$5K -$51.6K -3,652 -84%
GWSG
247
GPS Wealth Strategies Group
Colorado
$4.71K
CA
248
Clearstead Advisors
Ohio
$4.41K +$5.21K +369 +172%
CIA
249
Cape Investment Advisory
Georgia
$4.21K +$1.31K +93 +20%
EWP
250
Elevation Wealth Partners
California
$4.08K -$1.41K -100 -16%

FTRE Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q1 2025, worth a combined $711M — down 60% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FTRE positions and 59 closed out — a net gain of 12 holders — while 104 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.7M. The largest seller was Pacer Advisors, cutting an estimated $69.4M.

  • 359 institutional investors held Fortrea Holdings (FTRE) as of Q1 2025, up from 350 in Q4 2024.
  • Funds reported $711M of Fortrea Holdings stock for Q1 2025, down 60% quarter-over-quarter.
  • 71 funds opened new Fortrea Holdings positions in Q1 2025 and 59 closed out, a net change of +12 holders.
  • The largest Fortrea Holdings buyer in Q1 2025 was Morgan Stanley, an estimated $61.7M added.
  • The largest Fortrea Holdings seller in Q1 2025 was Pacer Advisors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q1 2025.