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Fortrea Holdings

322 hedge funds and large institutions have $806M invested in Fortrea Holdings in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 116 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
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
$16M
Puts
$511K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$3.34K
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$3K
ASN
253
Advisory Services Network
Georgia
$2.63K
PWMG
254
Prestige Wealth Management Group
New Jersey
$2.22K
HI
255
Harbour Investments
Wisconsin
$2.14K
PWA
256
Physician Wealth Advisors
Utah
$2.12K
PFBT
257
Parkside Financial Bank & Trust
Missouri
$2.06K
Bessemer Group
258
Bessemer Group
New Jersey
$2K
KFI
259
Key Financial Inc
Pennsylvania
$1.91K
CA
260
CoreCap Advisors
Michigan
$1.54K
TCM
261
Tradewinds Capital Management
Washington
$1.43K
WANY
262
Wealthspire Advisors (New York)
New York
$1.35K
MWM
263
Mascoma Wealth Management
New Hampshire
$1.26K
DMBA
264
Deseret Mutual Benefit Administrators
Utah
$1.25K
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$1.13K
CT
266
Clearstead Trust
Maine
$1.09K
C
267
Covestor
United Kingdom
$1K
HB
268
Horizon Bancorp
Indiana
$1K
SGK
269
Steigerwald Gordon & Koch
Virginia
$901
JSAM
270
J. Safra Asset Management
New York
$876
FHC
271
First Horizon Corporation
Tennessee
$850
OCM
272
Orion Capital Management
California
$842
FFA
273
Frazier Financial Advisors
Ohio
$842
FGAM
274
Financial Gravity Asset Management
Texas
$842
JWM
275
JPL Wealth Management
Colorado
$767