FTRE icon

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
EWP
251
Elevation Wealth Partners
California
$4.08K
PAM
252
Paradigm Asset Management
New York
$3.78K
HIA
253
Harbor Investment Advisory
Maryland
$3.77K
DSC
254
Duncker Streett & Co
Missouri
$3.02K
RMP
255
Richards, Merrill & Peterson
Washington
$3.02K
CWM
256
Compass Wealth Management
Connecticut
$3.02K
WT
257
Whittier Trust
California
$2.99K
NA
258
NewEdge Advisors
Louisiana
$2.84K
GWM
259
Geneos Wealth Management
Colorado
$2.65K
GIA
260
GHP Investment Advisors
Colorado
$2.47K
Amundi
261
Amundi
France
$2.35K
HPC
262
HM Payson & Co
Maine
$2.25K
PB
263
Pinnacle Bancorp
Nebraska
$2.17K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$2.1K
AWM
265
Atticus Wealth Management
Florida
$2.08K
MSWA
266
Marshall & Sterling Wealth Advisors
New York
$2.03K
Bessemer Group
267
Bessemer Group
New Jersey
$2K
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$2K
HI
269
Harbour Investments
Wisconsin
$1.92K
FHA
270
First Horizon Advisors
Tennessee
$1.58K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$1.56K
SPIA
272
Steward Partners Investment Advisory
New York
$1.54K
KFI
273
Key Financial Inc
Pennsylvania
$1.52K
QC
274
Quent Capital
New York
$1.51K
HNB
275
Huntington National Bank
Ohio
$1.49K