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Fortrea Holdings

329 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, 119 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
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
FHC
276
First Horizon Corporation
Tennessee
$850
FFA
277
Frazier Financial Advisors
Ohio
$842
OCM
278
Orion Capital Management
California
$842
FGAM
279
Financial Gravity Asset Management
Texas
$842
JWM
280
JPL Wealth Management
Colorado
$767
TCOV
281
Trust Company of Vermont
Vermont
$741
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$733
HI
283
Horizon Investments
North Carolina
$733
FWM
284
FSA Wealth Management
Massachusetts
$716
MG
285
Mather Group
Illinois
$632
WT
286
Whittier Trust
California
$605
SWP
287
Strategic Wealth Partners
Ohio
$556
CWP
288
Concord Wealth Partners
Virginia
$505
BFS
289
Bare Financial Services
Pennsylvania
$472
HPC
290
HM Payson & Co
Maine
$405
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$379
CMA
292
Cedar Mountain Advisors
Oregon
$370
VWM
293
Vermillion Wealth Management
Minnesota
$354
CFB
294
Cullen/Frost Bankers
Texas
$337
DWS
295
Dynamic Wealth Strategies
California
$337
GRP
296
Global Retirement Partners
California
$328
TPCW
297
TD Private Client Wealth
New York
$328
BFPW
298
BOK Financial Private Wealth
Colorado
$312
EWM
299
Evermay Wealth Management
Virginia
$312
GSWM
300
Golden State Wealth Management
California
$312