We are live on ! Find out more
FTRE icon

Fortrea Holdings

328 hedge funds and large institutions have $942M invested in Fortrea Holdings in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,229% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $129K

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

3.77% more ownership

Funds ownership: 103.16%106.93% (+3.8%)

6% less funds holding

Funds holding: 348328 (-20)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

43% less capital invested

Capital invested by funds: $1.64B → $942M (-$702M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
328
Holders Change
-20
Holders Change %
-5.75%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
116
Reduced
78
Closed
60
Calls
$9.46M
Puts
$129K
Net Calls
+$9.33M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
SouthState Corp
Florida
$245
AW
302
Ankerstar Wealth
Texas
$245 +$90 +7 +37%
CT
303
Colonial Trust
South Carolina
$236
TPCW
304
TD Private Client Wealth
New York
$236
PTC
305
Private Trust Company
Ohio
$226
HIW
306
Holos Integrated Wealth
Pennsylvania
$209
HI
307
Hoey Investments
Pennsylvania
$198
FC
308
Fairscale Capital
New Hampshire
$188
SIS
309
Strategic Investment Solutions
Illinois
$170
S
310
Sachetta
Massachusetts
$161
AIC
311
Archer Investment Corporation
Indiana
$160
LI
312
LRI Investments
Florida
$104 -$5.93K -461 -98%
GCM
313
Gables Capital Management
Florida
$94
OC
314
Oakworth Capital
Alabama
$94
GWM
315
Gilpin Wealth Management
Colorado
$85
AWM
316
Abound Wealth Management
Tennessee
$76
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$75
WA
318
Whipplewood Advisors
Colorado
$66 +$39 +3 +75%
MO
319
McMillan Office
Michigan
$57
BTI
320
Blue Trust Inc
Georgia
$47
BWL
321
Bogart Wealth LLC
Virginia
$47
WA
322
WPG Advisers
Maryland
$28
CMA
323
Cedar Mountain Advisors
Oregon
$19 -$566 -44 -96%
PUI
324
Purpose Unlimited Inc
$19
RJA
325
Ross\Johnson & Associates
Minnesota
$19