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Fortrea Holdings
FTRE

339 hedge funds and large institutions have $496M invested in Fortrea Holdings in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $2.64M

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6.58% more ownership

Funds ownership: 104.37% → 110.94% (+6.6%)

5% less funds holding

Funds holding: 358 → 339 (-19)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

30% less capital invested

Capital invested by funds: $711M → $496M (-$215M)

Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
4.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
108
Reduced
94
Closed
81
Calls
$7.01M
Puts
$2.64M
Net Calls
+$4.38M
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$29.1M
3
State Street
State Street
Massachusetts
+$6.29M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.67M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
SV
Starboard Value
New York
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.8M
3
BlackRock
BlackRock
New York
-$14.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
5
Millennium Management
Millennium Management
New York
-$9.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
251
Hantz Financial Services
Michigan
$3K +$3.37K +626 +1,739%
CA
252
Clearstead Advisors
Ohio
$2.87K -$22 -4 -0.7%
CIA
253
Cape Investment Advisory
Georgia
$2.77K +$22 +4 +0.7%
UB
254
UMB Bank
Missouri
$2.72K +$1.98K +369 +203%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$2.68K +$1.81K +336 +162%
PAM
256
Paradigm Asset Management
New York
$2.48K – – –
HIA
257
Harbor Investment Advisory
Maryland
$2.47K – – –
AUB
258
Atlantic Union Bankshares
Virginia
$2.02K +$2.19K +408 New
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$2K – – –
DSC
260
Duncker Streett & Co
Missouri
$1.98K – – –
WT
261
Whittier Trust
California
$1.83K -$134 -25 -6%
TPWA
262
Twin Peaks Wealth Advisors
California
$1.62K +$1.19K +221 New
NA
263
NewEdge Advisors
Louisiana
$1.6K -$280 -52 -14%
PB
264
Pinnacle Bancorp
Nebraska
$1.42K – – –
PWMG
265
Prestige Wealth Management Group
New Jersey
$1.3K +$677 +126 +91%
PFBT
266
Parkside Financial Bank & Trust
Missouri
$1.21K +$516 +96 +65%
HB
267
Horizon Bancorp
Indiana
$1K – – –
KFI
268
Key Financial Inc
Pennsylvania
$993 – – –
CA
269
CoreCap Advisors
Michigan
$914 – – –
SPIA
270
Steward Partners Investment Advisory
New York
$907 -$108 -20 -10%
PPA
271
Painted Porch Advisors
California
$889 – – –
NC
272
NewSquare Capital
Pennsylvania
$865 +$941 +175 New
MCM
273
MV Capital Management
Maryland
$845 +$436 +81 +90%
TCM
274
Tradewinds Capital Management
Washington
$840 – – –
HNB
275
Huntington National Bank
Ohio
$766 -$226 -42 -21%
9 10
11
12 13

FTRE Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q2 2025, worth a combined $496M — down 30% from $711M a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of FTRE and 63 opened new positions — a net loss of 18 holders — while 94 trimmed existing stakes and 108 added.

The largest buyer was Goldman Sachs, adding an estimated $39.9M. The largest seller was Starboard Value, cutting an estimated $14.9M.

  • 339 institutional investors held Fortrea Holdings (FTRE) as of Q2 2025, down from 358 in Q1 2025.
  • Funds reported $496M of Fortrea Holdings stock for Q2 2025, down 30% quarter-over-quarter.
  • 63 funds opened new Fortrea Holdings positions in Q2 2025 and 81 closed out, a net change of -18 holders.
  • The largest Fortrea Holdings buyer in Q2 2025 was Goldman Sachs, an estimated $39.9M added.
  • The largest Fortrea Holdings seller in Q2 2025 was Starboard Value, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.