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Fortrea Holdings
FTRE

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33M
2
Millennium Management
Millennium Management
New York
+$21.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.23M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.75M
5
CM
Corvex Management
New York
+$7.5M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$37.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.4M
3
PDM
Penn Davis McFarland
Texas
-$20.6M
4
BMO
Beck Mack & Oliver
New York
-$20.4M
5
SV
Starboard Value
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
401
Private Wealth Management Group
New Jersey
– -$1.79K -96 Closed
MA
402
MCF Advisors
Kentucky
– -$1.7K -91 Closed
SWM
403
Spire Wealth Management
Virginia
– -$1.23K -66 Closed
CAL
404
Capital Advisors Ltd
Ohio
– -$1K -38 Closed
NRG
405
Nemes Rush Group
Michigan
– -$597 -32 Closed
FA
406
Fedenia Advisers
Wisconsin
– -$485 -26 Closed
CFO
407
CVA Family Office
Colorado
– -$466 -25 Closed
CAM
408
Creekmur Asset Management
Illinois
– -$429 -23 Closed
NFSG
409
Newbridge Financial Services Group
Florida
– -$280 -15 Closed
CMBA
410
C.M. Bidwell & Associates
Hawaii
– -$205 -11 Closed
BHWM
411
Bay Harbor Wealth Management
Maryland
– -$74 -4 Closed
AWM
412
Activest Wealth Management
Florida
– -$19 -1 Closed
BBHC
413
Brown Brothers Harriman & Co
New York
– -$19 -1 Closed
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