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Fortrea Holdings

328 hedge funds and large institutions have $942M invested in Fortrea Holdings in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,229% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $129K

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

3.77% more ownership

Funds ownership: 103.16%106.93% (+3.8%)

6% less funds holding

Funds holding: 348328 (-20)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

43% less capital invested

Capital invested by funds: $1.64B → $942M (-$702M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
328
Holders Change
-20
Holders Change %
-5.75%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
116
Reduced
78
Closed
60
Calls
$9.46M
Puts
$129K
Net Calls
+$9.33M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
276
J. Safra Asset Management
New York
$980
VR
277
Vision Retirement
New Jersey
$961
SGK
278
Steigerwald Gordon & Koch
Virginia
$942 -$90 -7 -7%
FFA
279
Frazier Financial Advisors
Ohio
$942
OCM
280
Orion Capital Management
California
$942
Barrow, Hanley, Mewhinney & Strauss
281
Barrow, Hanley, Mewhinney & Strauss
Texas
$914 +$707 +55 +131%
JWM
282
JPL Wealth Management
Colorado
$858 +$1.17K +91 New
BW
283
Basepoint Wealth
Iowa
$805 -$437 -34 -28%
SWP
284
Strategic Wealth Partners
Ohio
$622
CFM
285
Cornerstone Financial Management
Massachusetts
$593
KFAS
286
Keating Financial Advisory Services
Kansas
$575 +$784 +61 New
MG
287
Mather Group
Illinois
$518 +$707 +55 New
SIC
288
SJS Investment Consulting
Ohio
$500 +$566 +44 +489%
EI
289
EFG International
$499 -$308 -24 -31%
BFS
290
Bare Financial Services
Pennsylvania
$480 -$424 -33 -39%
MCM
291
MV Capital Management
Maryland
$471
HPC
292
HM Payson & Co
Maine
$453
WT
293
Whittier Trust
California
$451
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$424
SS
295
Sunbelt Securities
Texas
$424 +$578 +45 New
HHCP
296
Hilton Head Capital Partners
South Carolina
$377
GSWM
297
Golden State Wealth Management
California
$349
IAIM
298
International Assets Investment Management
Florida
$342 -$746 -58 -62%
HNB
299
Huntington National Bank
Ohio
$273 +$296 +23 +383%
MIM
300
MTM Investment Management
South Carolina
$245