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Fortrea Holdings

359 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 104 increasing their positions, 105 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $3.05M

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

3% more funds holding

Funds holding: 350359 (+9)

1% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 105

1.98% less ownership

Funds ownership: 106.35%104.37% (-2%)

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
359
Holders Change
+9
Holders Change %
+2.57%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
71
Increased
104
Reduced
105
Closed
59
Calls
$6.12M
Puts
$3.05M
Net Calls
+$3.07M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
301
Beacon Capital Management LLC (Tennessee)
Tennessee
$695 -$4.66K -330 -78%
MCM
302
MV Capital Management
Maryland
$680 +$494 +35 +64%
FWM
303
FSA Wealth Management
Massachusetts
$642
GC
304
Garde Capital
Washington
$635 +$1.19K +84 New
NSIM
305
North Star Investment Management
Illinois
$604
QCG
306
Quadrant Capital Group
Ohio
$574 -$593 -42 -36%
DWM
307
Darwin Wealth Management
Florida
$540
AF
308
Allworth Financial
California
$481 +$876 +62 +310%
RTC
309
Riverview Trust Company
Washington
$468
CWP
310
Concord Wealth Partners
Virginia
$453
PTC
311
Private Trust Company
Ohio
$445 -$42 -3 -5%
RWM
312
Rialto Wealth Management
New York
$431 +$805 +57 New
CW
313
Curio Wealth
Maryland
$410 +$14 +1 New
CFB
314
Cullen/Frost Bankers
Texas
$385 -$78.8K -5,582 -99%
BLC
315
Brown, Lisle/Cummings
Rhode Island
$378
SC
316
Stephens Consulting
Michigan
$378
GSWM
317
Golden State Wealth Management
California
$377 -$14 -1 -2%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$340
HFS
319
Hughes Financial Services
Virginia
$324 +$650 +46 New
DWS
320
Dynamic Wealth Strategies
California
$302 +$565 +40 New
BFPW
321
BOK Financial Private Wealth
Colorado
$280
S
322
Sachetta
Massachusetts
$265
BGAI
323
Bruce G. Allen Investments
Colorado
$257 +$480 +34 New
S
324
SignatureFD
Georgia
$227 -$2.35K -166 -85%
WCM
325
WealthTrak Capital Management
Virginia
$227 +$424 +30 New

FTRE Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q1 2025, worth a combined $711M — down 60% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FTRE positions and 59 closed out — a net gain of 12 holders — while 104 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.7M. The largest seller was Pacer Advisors, cutting an estimated $69.4M.

  • 359 institutional investors held Fortrea Holdings (FTRE) as of Q1 2025, up from 350 in Q4 2024.
  • Funds reported $711M of Fortrea Holdings stock for Q1 2025, down 60% quarter-over-quarter.
  • 71 funds opened new Fortrea Holdings positions in Q1 2025 and 59 closed out, a net change of +12 holders.
  • The largest Fortrea Holdings buyer in Q1 2025 was Morgan Stanley, an estimated $61.7M added.
  • The largest Fortrea Holdings seller in Q1 2025 was Pacer Advisors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q1 2025.