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Fortrea Holdings

332 hedge funds and large institutions have $805M invested in Fortrea Holdings in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 71 increasing their positions, 119 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
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
BFPW
301
BOK Financial Private Wealth
Colorado
$312
EWM
302
Evermay Wealth Management
Virginia
$312
FFA
303
Farther Finance Advisors
California
$286
SFCL
304
Strengthening Families & Communities LLC
Massachusetts
$252
HNB
305
Huntington National Bank
Ohio
$236
MIM
306
MTM Investment Management
South Carolina
$219
HIW
307
Holos Integrated Wealth
Pennsylvania
$213
CT
308
Colonial Trust
South Carolina
$211
NS
309
NBC Securities
Alabama
$210
PTC
310
Private Trust Company
Ohio
$202
HI
311
Hoey Investments
Pennsylvania
$177
FC
312
Fairscale Capital
New Hampshire
$168
SIS
313
Strategic Investment Solutions
Illinois
$152
S
314
Sachetta
Massachusetts
$144
AIC
315
Archer Investment Corporation
Indiana
$143
GFWA
316
Grey Fox Wealth Advisors
Delaware
$126
BTI
317
Blue Trust Inc
Georgia
$118
WOSD
318
WFA of San Diego
California
$101
TPBG
319
Turning Point Benefit Group
Maryland
$85
OC
320
Oakworth Capital
Alabama
$84
GCM
321
Gables Capital Management
Florida
$84
SS
322
Sunbelt Securities
Texas
$76
AWM
323
Abound Wealth Management
Tennessee
$68
Kayne Anderson Rudnick Investment Management
324
Kayne Anderson Rudnick Investment Management
California
$67
SS
325
SBI Securities
Japan
$51