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Fortrea Holdings

325 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, 71 increasing their positions, 117 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
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
FGAM
276
Financial Gravity Asset Management
Texas
$842
JWM
277
JPL Wealth Management
Colorado
$767
TCOV
278
Trust Company of Vermont
Vermont
$741
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$733
HI
280
Horizon Investments
North Carolina
$733
FWM
281
FSA Wealth Management
Massachusetts
$716
MG
282
Mather Group
Illinois
$632
WT
283
Whittier Trust
California
$605
SWP
284
Strategic Wealth Partners
Ohio
$556
CWP
285
Concord Wealth Partners
Virginia
$505
BFS
286
Bare Financial Services
Pennsylvania
$472
HPC
287
HM Payson & Co
Maine
$405
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$379
CMA
289
Cedar Mountain Advisors
Oregon
$370
VWM
290
Vermillion Wealth Management
Minnesota
$354
CFB
291
Cullen/Frost Bankers
Texas
$337
DWS
292
Dynamic Wealth Strategies
California
$337
GRP
293
Global Retirement Partners
California
$328
TPCW
294
TD Private Client Wealth
New York
$328
EWM
295
Evermay Wealth Management
Virginia
$312
BFPW
296
BOK Financial Private Wealth
Colorado
$312
GSWM
297
Golden State Wealth Management
California
$312
FFA
298
Farther Finance Advisors
California
$286
SFCL
299
Strengthening Families & Communities LLC
Massachusetts
$252
HNB
300
Huntington National Bank
Ohio
$236