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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
FFO
326
Fortitude Family Office
Arizona
$211
IHWM
327
Iron Horse Wealth Management
Iowa
$196
MG
328
Mather Group
Illinois
$189 -$1.04K -74 -75%
CA
329
Continuum Advisory
Idaho
$189 -$141 -10 -29%
AG
330
AmeriFlex Group
Nevada
$189
WA
331
WPG Advisers
Maryland
$181 -$141 -10 -29%
HIW
332
Holos Integrated Wealth
Pennsylvania
$166
HI
333
Hoey Investments
Pennsylvania
$159
PGAM
334
Princeton Global Asset Management
New Jersey
$159
SIS
335
Strategic Investment Solutions
Illinois
$136
AIC
336
Archer Investment Corporation
Indiana
$128
RWML
337
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$113
TWC
338
TD Waterhouse Canada
Ontario, Canada
$99 -$155 -11 -44%
AFG
339
Albion Financial Group
Utah
$91
MSWM
340
Mowery & Schoenfeld Wealth Management
Illinois
$84 -$28 -2 -15%
LI
341
LRI Investments
Florida
$83
WA
342
Whipplewood Advisors
Colorado
$83 +$946 +67 +609%
GCM
343
Gables Capital Management
Florida
$76
SS
344
Sunbelt Securities
Texas
$68
CA
345
Crewe Advisors
Utah
$68 +$127 +9 New
AWM
346
Abound Wealth Management
Tennessee
$61
Kayne Anderson Rudnick Investment Management
347
Kayne Anderson Rudnick Investment Management
California
$60
AF
348
Advisornet Financial
Minnesota
$53
DF
349
Dunhill Financial
United Kingdom
$47 -$56 -4 -40%
SS
350
SBI Securities
Japan
$45

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.