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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
Holders
357
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
74
Increased
102
Reduced
104
Closed
60
Calls
$6.12M
Puts
$3.05M
Net Calls
+$3.07M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
301
MV Capital Management
Maryland
$680 +$264 +35 +64%
FWM
302
FSA Wealth Management
Massachusetts
$642
GC
303
Garde Capital
Washington
$635 +$635 +84 New
NSIM
304
North Star Investment Management
Illinois
$604
QCG
305
Quadrant Capital Group
Ohio
$574 -$317 -42 -36%
DWM
306
Darwin Wealth Management
Florida
$540
AF
307
Allworth Financial
California
$481 +$364 +62 +310%
RTC
308
Riverview Trust Company
Washington
$468
CWP
309
Concord Wealth Partners
Virginia
$453
PTC
310
Private Trust Company
Ohio
$445 -$23 -3 -5%
RWM
311
Rialto Wealth Management
New York
$431 +$431 +57 New
CW
312
Curio Wealth
Maryland
$410 +$410 +1 New
CFB
313
Cullen/Frost Bankers
Texas
$385 -$42.1K -5,582 -99%
BLC
314
Brown, Lisle/Cummings
Rhode Island
$378
SC
315
Stephens Consulting
Michigan
$378
GSWM
316
Golden State Wealth Management
California
$377 -$8 -1 -2%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$340
HFS
318
Hughes Financial Services
Virginia
$324 +$324 +46 New
DWS
319
Dynamic Wealth Strategies
California
$302 +$302 +40 New
BFPW
320
BOK Financial Private Wealth
Colorado
$280
S
321
Sachetta
Massachusetts
$265
BGAI
322
Bruce G. Allen Investments
Colorado
$257 +$257 +34 New
S
323
SignatureFD
Georgia
$227 -$1.26K -166 -85%
WCM
324
WealthTrak Capital Management
Virginia
$227 +$227 +30 New
FFO
325
Fortitude Family Office
Arizona
$211