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Fortrea Holdings

328 hedge funds and large institutions have $942M invested in Fortrea Holdings in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,229% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $129K

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

3.77% more ownership

Funds ownership: 103.16%106.93% (+3.8%)

6% less funds holding

Funds holding: 348328 (-20)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

43% less capital invested

Capital invested by funds: $1.64B → $942M (-$702M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
328
Holders Change
-20
Holders Change %
-5.75%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
116
Reduced
78
Closed
60
Calls
$9.46M
Puts
$129K
Net Calls
+$9.33M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$4.66K +$3.86K +300 +154%
Bessemer Group
252
Bessemer Group
New Jersey
$4K -$206 -16 -3%
DSC
253
Duncker Streett & Co
Missouri
$3.77K
AIM
254
Anchor Investment Management
South Carolina
$3.39K -$964 -75 -17%
PWMG
255
Prestige Wealth Management Group
New Jersey
$2.94K
VNT
256
Vanguard National Trust
Pennsylvania
$2.85K +$3.88K +302 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$2.5K +$154 +12 +5%
PWA
258
Physician Wealth Advisors
Utah
$2.37K
NA
259
NewEdge Advisors
Louisiana
$2.3K
SPIA
260
Steward Partners Investment Advisory
New York
$2.15K
TPWA
261
Twin Peaks Wealth Advisors
California
$2.08K +$2.84K +221 New
BWA
262
Basecamp Wealth Advisors
Washington
$2.01K
PWAM
263
Private Wealth Asset Management
Iowa
$1.99K
SIS
264
Sound Income Strategies
Florida
$1.9K
CA
265
CoreCap Advisors
Michigan
$1.72K
KG
266
Kilter Group
New York
$1.69K +$450 +35 +24%
HI
267
Horizon Investments
North Carolina
$1.64K +$1.12K +87 +100%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$1.63K -$7.83K -609 -78%
TCM
269
Tradewinds Capital Management
Washington
$1.6K
MWM
270
Mascoma Wealth Management
New Hampshire
$1.41K
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$1.26K -$630 -49 -27%
AWM
272
Activest Wealth Management
Florida
$1.24K +$1.7K +132 New
BFS
273
Beacon Financial Strategies
North Carolina
$1.23K
HB
274
Horizon Bancorp
Indiana
$1K
HPBT
275
Hickory Point Bank & Trust
Illinois
$999 +$1.36K +106 New