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Fortrea Holdings

330 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, 72 increasing their positions, 118 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
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
JSAM
276
J. Safra Asset Management
New York
$876
FHC
277
First Horizon Corporation
Tennessee
$850
OCM
278
Orion Capital Management
California
$842
FFA
279
Frazier Financial Advisors
Ohio
$842
FGAM
280
Financial Gravity Asset Management
Texas
$842
JWM
281
JPL Wealth Management
Colorado
$767
TCOV
282
Trust Company of Vermont
Vermont
$741
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$733
HI
284
Horizon Investments
North Carolina
$733
FWM
285
FSA Wealth Management
Massachusetts
$716
MG
286
Mather Group
Illinois
$632
WT
287
Whittier Trust
California
$605
SWP
288
Strategic Wealth Partners
Ohio
$556
CWP
289
Concord Wealth Partners
Virginia
$505
BFS
290
Bare Financial Services
Pennsylvania
$472
HPC
291
HM Payson & Co
Maine
$405
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$379
CMA
293
Cedar Mountain Advisors
Oregon
$370
VWM
294
Vermillion Wealth Management
Minnesota
$354
CFB
295
Cullen/Frost Bankers
Texas
$337
DWS
296
Dynamic Wealth Strategies
California
$337
GRP
297
Global Retirement Partners
California
$328
TPCW
298
TD Private Client Wealth
New York
$328
EWM
299
Evermay Wealth Management
Virginia
$312
BFPW
300
BOK Financial Private Wealth
Colorado
$312