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Fortrea Holdings
FTRE

339 hedge funds and large institutions have $496M invested in Fortrea Holdings in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $2.64M

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6.58% more ownership

Funds ownership: 104.37% → 110.94% (+6.6%)

5% less funds holding

Funds holding: 358 → 339 (-19)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

30% less capital invested

Capital invested by funds: $711M → $496M (-$215M)

Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
4.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
108
Reduced
94
Closed
81
Calls
$7.01M
Puts
$2.64M
Net Calls
+$4.38M
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$29.1M
3
State Street
State Street
Massachusetts
+$6.29M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.67M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
SV
Starboard Value
New York
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.8M
3
BlackRock
BlackRock
New York
-$14.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
5
Millennium Management
Millennium Management
New York
-$9.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
– -$1.13K -141 Closed
NC
402
North Capital
Utah
– -$846 -112 Closed
GC
403
Garde Capital
Washington
– -$635 -84 Closed
QCG
404
Quadrant Capital Group
Ohio
– -$574 -76 Closed
RTC
405
Riverview Trust Company
Washington
– -$468 -62 Closed
RWM
406
Rialto Wealth Management
New York
– -$431 -57 Closed
SC
407
Stephens Consulting
Michigan
– -$378 -50 Closed
HFS
408
Hughes Financial Services
Virginia
– -$324 -46 Closed
BGAI
409
Bruce G. Allen Investments
Colorado
– -$257 -34 Closed
WCM
410
WealthTrak Capital Management
Virginia
– -$227 -30 Closed
DWM
411
Darwin Wealth Management
Florida
– -$540 -29 Closed
FFO
412
Fortitude Family Office
Arizona
– -$211 -28 Closed
CA
413
Continuum Advisory
Idaho
– -$189 -25 Closed
MG
414
Mather Group
Illinois
– -$189 -25 Closed
PGAM
415
Princeton Global Asset Management
New Jersey
– -$159 -21 Closed
TWC
416
TD Waterhouse Canada
Ontario, Canada
– -$99 -14 Closed
AFG
417
Albion Financial Group
Utah
– -$91 -12 Closed
CA
418
Crewe Advisors
Utah
– -$68 -9 Closed
AF
419
Advisornet Financial
Minnesota
– -$53 -7 Closed
BI
420
Binnacle Investments
Iowa
– -$23 -3 Closed
13 14 15 16
17

FTRE Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q2 2025, worth a combined $496M — down 30% from $711M a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of FTRE and 63 opened new positions — a net loss of 18 holders — while 94 trimmed existing stakes and 108 added.

The largest buyer was Goldman Sachs, adding an estimated $39.9M. The largest seller was Starboard Value, cutting an estimated $14.9M.

  • 339 institutional investors held Fortrea Holdings (FTRE) as of Q2 2025, down from 358 in Q1 2025.
  • Funds reported $496M of Fortrea Holdings stock for Q2 2025, down 30% quarter-over-quarter.
  • 63 funds opened new Fortrea Holdings positions in Q2 2025 and 81 closed out, a net change of -18 holders.
  • The largest Fortrea Holdings buyer in Q2 2025 was Goldman Sachs, an estimated $39.9M added.
  • The largest Fortrea Holdings seller in Q2 2025 was Starboard Value, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.