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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
TCOV
276
Trust Company of Vermont
Vermont
$741
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$733
HI
278
Horizon Investments
North Carolina
$733
FWM
279
FSA Wealth Management
Massachusetts
$716
MG
280
Mather Group
Illinois
$632
WT
281
Whittier Trust
California
$605
SWP
282
Strategic Wealth Partners
Ohio
$556
CWP
283
Concord Wealth Partners
Virginia
$505
BFS
284
Bare Financial Services
Pennsylvania
$472
HPC
285
HM Payson & Co
Maine
$405
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$379
CMA
287
Cedar Mountain Advisors
Oregon
$370
VWM
288
Vermillion Wealth Management
Minnesota
$354
DWS
289
Dynamic Wealth Strategies
California
$337
CFB
290
Cullen/Frost Bankers
Texas
$337
GRP
291
Global Retirement Partners
California
$328
TPCW
292
TD Private Client Wealth
New York
$328
GSWM
293
Golden State Wealth Management
California
$312
EWM
294
Evermay Wealth Management
Virginia
$312
BFPW
295
BOK Financial Private Wealth
Colorado
$312
FFA
296
Farther Finance Advisors
California
$286
SFCL
297
Strengthening Families & Communities LLC
Massachusetts
$252
HNB
298
Huntington National Bank
Ohio
$236
MIM
299
MTM Investment Management
South Carolina
$219
CT
300
Colonial Trust
South Carolina
$211