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Fortrea Holdings

334 hedge funds and large institutions have $494M invested in Fortrea Holdings in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-23
Holders Change %
-6.44%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
108
Reduced
93
Closed
81
Calls
$7.02M
Puts
$2.64M
Net Calls
+$4.38M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
276
Clearstead Trust
Maine
$643 +$643 +130 New
AWM
277
Activest Wealth Management
Florida
$632 +$632 +128 New
PWA
278
Physician Wealth Advisors
Utah
$539 -$25 -5 -4%
FHA
279
First Horizon Advisors
Tennessee
$499 -$539 -109 -52%
OCM
280
Orion Capital Management
California
$494
FFA
281
Frazier Financial Advisors
Ohio
$494
GRP
282
Global Retirement Partners
California
$464 +$464 +94 New
BCMLT
283
Beacon Capital Management LLC (Tennessee)
Tennessee
$454
TCOV
284
Trust Company of Vermont
Vermont
$435 -$9.89K -2,000 -96%
FWM
285
FSA Wealth Management
Massachusetts
$420
NSIM
286
North Star Investment Management
Illinois
$395
AWM
287
Atticus Wealth Management
Florida
$361 -$1K -203 -74%
TPCW
288
TD Private Client Wealth
New York
$336 -$32.2K -6,515 -99%
SWP
289
Strategic Wealth Partners
Ohio
$326 +$326 +66 New
CWP
290
Concord Wealth Partners
Virginia
$296
BLC
291
Brown, Lisle/Cummings
Rhode Island
$247
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$222
CFB
293
Cullen/Frost Bankers
Texas
$198 -$54 -11 -22%
DWS
294
Dynamic Wealth Strategies
California
$198
EWM
295
Evermay Wealth Management
Virginia
$183 -$495 -100 -73%
GSWM
296
Golden State Wealth Management
California
$183 -$64 -13 -26%
BFPW
297
BOK Financial Private Wealth
Colorado
$183
SS
298
Sunbelt Securities
Texas
$168
SFCL
299
Strengthening Families & Communities LLC
Massachusetts
$148 +$148 +30 New
HIW
300
Holos Integrated Wealth
Pennsylvania
$145