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Fortrea Holdings

359 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 104 increasing their positions, 105 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $3.05M

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

3% more funds holding

Funds holding: 350359 (+9)

1% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 105

1.98% less ownership

Funds ownership: 106.35%104.37% (-2%)

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
359
Holders Change
+9
Holders Change %
+2.57%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
71
Increased
104
Reduced
105
Closed
59
Calls
$6.12M
Puts
$3.05M
Net Calls
+$3.07M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
CoreCap Advisors
Michigan
$1.4K
UB
277
UMB Bank
Missouri
$1.37K +$1.16K +82 +82%
PPA
278
Painted Porch Advisors
California
$1.36K
TCM
279
Tradewinds Capital Management
Washington
$1.28K
OC
280
Oakworth Capital
Alabama
$1.21K -$424 -30 -16%
MWM
281
Mascoma Wealth Management
New Hampshire
$1.13K
SAM
282
Smartleaf Asset Management
Massachusetts
$1.13K -$10.1K -713 -83%
DMBA
283
Deseret Mutual Benefit Administrators
Utah
$1.13K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$1.12K +$1.14K +81 +121%
PWMG
285
Prestige Wealth Management Group
New Jersey
$1.04K +$523 +37 +37%
EWM
286
Evermay Wealth Management
Virginia
$1.03K
IA
287
IFP Advisors
Florida
$1.03K -$3.31K -234 -63%
PA
288
Parallel Advisors
California
$1.01K +$169 +12 +10%
HB
289
Horizon Bancorp
Indiana
$1K
TFA
290
Transamerica Financial Advisors
Florida
$1K
CI
291
CX Institutional
Indiana
$1K +$2.6K +184 New
CT
292
Colonial Trust
South Carolina
$951 -$6.23K -441 -78%
FC
293
Fairscale Capital
New Hampshire
$914 -$1.72K -122 -50%
PWA
294
Physician Wealth Advisors
Utah
$861 +$1.61K +114 New
NC
295
North Capital
Utah
$846 +$1.58K +112 New
SC
296
SouthState Corp
Florida
$831 +$1.55K +110 New
MWA
297
Medallion Wealth Advisors
Connecticut
$793
JSAM
298
J. Safra Asset Management
New York
$785 -$8.33K -590 -85%
FFA
299
Frazier Financial Advisors
Ohio
$755
OCM
300
Orion Capital Management
California
$755

FTRE Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q1 2025, worth a combined $711M — down 60% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FTRE positions and 59 closed out — a net gain of 12 holders — while 104 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.7M. The largest seller was Pacer Advisors, cutting an estimated $69.4M.

  • 359 institutional investors held Fortrea Holdings (FTRE) as of Q1 2025, up from 350 in Q4 2024.
  • Funds reported $711M of Fortrea Holdings stock for Q1 2025, down 60% quarter-over-quarter.
  • 71 funds opened new Fortrea Holdings positions in Q1 2025 and 59 closed out, a net change of +12 holders.
  • The largest Fortrea Holdings buyer in Q1 2025 was Morgan Stanley, an estimated $61.7M added.
  • The largest Fortrea Holdings seller in Q1 2025 was Pacer Advisors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q1 2025.