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Fortrea Holdings

357 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.93% less ownership

Funds ownership: 106.35%104.42% (-1.9%)

60% less capital invested

Capital invested by funds: $1.78B → $711M (-$1.07B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
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
$6.12M
Puts
$3.05M
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$21.8M
3 +$9.23M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.75M
5
CM
Corvex Management
New York
+$7.5M

Top Sellers

1 -$37.1M
2 -$21.4M
3 -$20.6M
4
BMO
Beck Mack & Oliver
New York
-$20.4M
5
SV
Starboard Value
New York
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MV Capital Management
Maryland
$680
FWM
302
FSA Wealth Management
Massachusetts
$642
GC
303
Garde Capital
Washington
$635
NSIM
304
North Star Investment Management
Illinois
$604
QCG
305
Quadrant Capital Group
Ohio
$574
DWM
306
Darwin Wealth Management
Florida
$540
AF
307
Allworth Financial
California
$481
RTC
308
Riverview Trust Company
Washington
$468
CWP
309
Concord Wealth Partners
Virginia
$453
PTC
310
Private Trust Company
Ohio
$445
RWM
311
Rialto Wealth Management
New York
$431
CW
312
Curio Wealth
Maryland
$410
CFB
313
Cullen/Frost Bankers
Texas
$385
BLC
314
Brown, Lisle/Cummings
Rhode Island
$378
SC
315
Stephens Consulting
Michigan
$378
GSWM
316
Golden State Wealth Management
California
$377
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$340
HFS
318
Hughes Financial Services
Virginia
$324
DWS
319
Dynamic Wealth Strategies
California
$302
BFPW
320
BOK Financial Private Wealth
Colorado
$280
S
321
Sachetta
Massachusetts
$265
BGAI
322
Bruce G. Allen Investments
Colorado
$257
S
323
SignatureFD
Georgia
$227
WCM
324
WealthTrak Capital Management
Virginia
$227
FFO
325
Fortitude Family Office
Arizona
$211