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Fortrea Holdings

334 hedge funds and large institutions have $494M invested in Fortrea Holdings in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 81 closing their positions.

Holders
334
Holders Change
-23
Holders Change %
-6.44%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
108
Reduced
93
Closed
81
Calls
$7.02M
Puts
$2.64M
Net Calls
+$4.38M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
301
AmeriFlex Group
Nevada
$130
IHWM
302
Iron Horse Wealth Management
Iowa
$128
MIM
303
MTM Investment Management
South Carolina
$128 +$128 +26 New
CT
304
Colonial Trust
South Carolina
$124 -$501 -101 -80%
PTC
305
Private Trust Company
Ohio
$119 -$174 -35 -59%
FC
306
Fairscale Capital
New Hampshire
$115 -$581 -101 -83%
CW
307
Curio Wealth
Maryland
$109 +$104 +21 +2,100%
HI
308
Hoey Investments
Pennsylvania
$104
SIS
309
Strategic Investment Solutions
Illinois
$89
S
310
Sachetta
Massachusetts
$84 -$89 -18 -51%
AIC
311
Archer Investment Corporation
Indiana
$84
SC
312
SouthState Corp
Florida
$74 -$469 -95 -86%
WOSD
313
WFA of San Diego
California
$59 +$59 +12 New
MSWM
314
Mowery & Schoenfeld Wealth Management
Illinois
$55
WA
315
Whipplewood Advisors
Colorado
$54 -$329 -67 -86%
LI
316
LRI Investments
Florida
$54
DRP
317
Decker Retirement Planning
Utah
$54 +$54 +11 New
OC
318
Oakworth Capital
Alabama
$49 -$735 -150 -94%
GCM
319
Gables Capital Management
Florida
$49
AWM
320
Abound Wealth Management
Tennessee
$40
Kayne Anderson Rudnick Investment Management
321
Kayne Anderson Rudnick Investment Management
California
$40
MWM
322
MorganRosel Wealth Management
Colorado
$30
SS
323
SBI Securities
Japan
$30
BWL
324
Bogart Wealth LLC
Virginia
$25
WA
325
WPG Advisers
Maryland
$15 -$105 -21 -88%