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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 %
IHWM
326
Iron Horse Wealth Management
Iowa
$196
MG
327
Mather Group
Illinois
$189 -$559 -74 -75%
CA
328
Continuum Advisory
Idaho
$189 -$76 -10 -29%
AG
329
AmeriFlex Group
Nevada
$189
WA
330
WPG Advisers
Maryland
$181 -$75 -10 -29%
HIW
331
Holos Integrated Wealth
Pennsylvania
$166
PGAM
332
Princeton Global Asset Management
New Jersey
$159
HI
333
Hoey Investments
Pennsylvania
$159
SIS
334
Strategic Investment Solutions
Illinois
$136
AIC
335
Archer Investment Corporation
Indiana
$128
TWC
336
TD Waterhouse Canada
Ontario, Canada
$99 -$78 -11 -44%
AFG
337
Albion Financial Group
Utah
$91
MSWM
338
Mowery & Schoenfeld Wealth Management
Illinois
$84 -$15 -2 -15%
LI
339
LRI Investments
Florida
$83
WA
340
Whipplewood Advisors
Colorado
$83 +$71 +67 +609%
GCM
341
Gables Capital Management
Florida
$76
SS
342
Sunbelt Securities
Texas
$68
CA
343
Crewe Advisors
Utah
$68 +$68 +9 New
AWM
344
Abound Wealth Management
Tennessee
$61
Kayne Anderson Rudnick Investment Management
345
Kayne Anderson Rudnick Investment Management
California
$60
AF
346
Advisornet Financial
Minnesota
$53
DF
347
Dunhill Financial
United Kingdom
$47 -$31 -4 -40%
SS
348
SBI Securities
Japan
$45
MWM
349
MorganRosel Wealth Management
Colorado
$45 +$45 +6 New
BWL
350
Bogart Wealth LLC
Virginia
$38 +$38 +5 New