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Fortrea Holdings

357 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.93% less ownership

Funds ownership: 106.35%104.42% (-1.9%)

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
357
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.12M
Puts
$3.05M
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$21.8M
3 +$9.23M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.75M
5
CM
Corvex Management
New York
+$7.5M

Top Sellers

1 -$37.1M
2 -$21.4M
3 -$20.6M
4
BMO
Beck Mack & Oliver
New York
-$20.4M
5
SV
Starboard Value
New York
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$11.8K
BTI
227
Blue Trust Inc
Georgia
$10.9K
HC
228
Hara Capital
Washington
$10.8K
SFI
229
Siemens Fonds Invest
Germany
$10.5K
BCWM
230
Bartlett & Co Wealth Management
Ohio
$9.96K
MCM
231
MAI Capital Management
Ohio
$9.48K
SSB
232
Sandy Spring Bank
Maryland
$9.41K
VCM
233
Versant Capital Management
Arizona
$9.2K
TWD
234
True Wealth Design
Ohio
$8.36K
LFG
235
Larson Financial Group
Missouri
$8.2K
HBW
236
Hazlett, Burt & Watson
West Virginia
$8K
AP
237
Atwood & Palmer
Missouri
$7.55K
OIA
238
Optimum Investment Advisors
Illinois
$7.54K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$7.26K
Macquarie Group
240
Macquarie Group
Australia
$7.12K
WB
241
Webster Bank
Connecticut
$6.61K
SIM
242
Studio Investment Management
Illinois
$6.49K
CTC
243
Central Trust Company
Missouri
$6.46K
AIM
244
Anchor Investment Management
South Carolina
$6.44K
FFA
245
Farther Finance Advisors
California
$6.44K
AAP
246
Arax Advisory Partners
Colorado
$5.1K
C
247
Covestor
United Kingdom
$5K
GWSG
248
GPS Wealth Strategies Group
Colorado
$4.71K
CA
249
Clearstead Advisors
Ohio
$4.41K
CIA
250
Cape Investment Advisory
Georgia
$4.21K