FTRE icon

Fortrea Holdings

325 hedge funds and large institutions have $806M invested in Fortrea Holdings in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 71 increasing their positions, 117 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
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
$16M
Puts
$511K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
301
MTM Investment Management
South Carolina
$219
CT
302
Colonial Trust
South Carolina
$211
NS
303
NBC Securities
Alabama
$210
PTC
304
Private Trust Company
Ohio
$202
HI
305
Hoey Investments
Pennsylvania
$177
FC
306
Fairscale Capital
New Hampshire
$168
SIS
307
Strategic Investment Solutions
Illinois
$152
S
308
Sachetta
Massachusetts
$144
AIC
309
Archer Investment Corporation
Indiana
$143
GFWA
310
Grey Fox Wealth Advisors
Delaware
$126
BTI
311
Blue Trust Inc
Georgia
$118
TPBG
312
Turning Point Benefit Group
Maryland
$85
GCM
313
Gables Capital Management
Florida
$84
OC
314
Oakworth Capital
Alabama
$84
SS
315
Sunbelt Securities
Texas
$76
AWM
316
Abound Wealth Management
Tennessee
$68
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$67
SS
318
SBI Securities
Japan
$51
BWL
319
Bogart Wealth LLC
Virginia
$42
RIL
320
Rothschild Investment LLC
Illinois
$34
WA
321
WPG Advisers
Maryland
$25
RJA
322
Ross\Johnson & Associates
Minnesota
$17
DF
323
Dunhill Financial
United Kingdom
$10
SWA
324
SOA Wealth Advisors
New York
$8
TFA
325
Transamerica Financial Advisors
Florida
$7