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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
GCP
151
GSA Capital Partners
United Kingdom
$157K +$295K +20,858 New
A
152
AlphaQuest
New York
$157K +$204K +14,450 +230%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$155K -$7.06K -500 -2%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$148K -$33.2K -2,351 -11%
SCM
155
SKBA Capital Management
California
$143K +$267K +18,912 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$142K +$215K +15,256 +427%
CUAMC
157
China Universal Asset Management Company
China
$136K -$14.5K -1,028 -5%
CS
158
Cannell & Spears
New York
$126K
CK
159
Cohen Klingenstein
New York
$124K -$81.9K -5,800 -26%
BCPWM
160
Bradley & Co Private Wealth Management
Florida
$124K +$230K +16,304 +20,380%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$122K +$88.6K +6,270 +57%
YIH
162
Y-Intercept (HK)
Hong Kong
$122K +$228K +16,147 New
KK
163
KLP Kapitalforvaltning
Norway
$122K
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$121K +$58.3K +4,126 +35%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$119K +$223K +15,801 New
VRS
166
Virginia Retirement Systems
Virginia
$118K +$221K +15,644 New
VI
167
Versor Investments
New York
$112K +$210K +14,900 New
VCA
168
Verdence Capital Advisors
Maryland
$107K +$201K +14,219 New
NRD
169
Nebula Research & Development
New York
$107K +$200K +14,165 New
Stifel Financial
170
Stifel Financial
Missouri
$107K -$118K -8,383 -37%
CFM
171
Catalyst Funds Management
Australia
$107K +$199K +14,114 New
MGWM
172
Marks Group Wealth Management
Minnesota
$106K
CSP
173
Cary Street Partners
Virginia
$102K -$8.13K -576 -4%
Mariner
174
Mariner
Kansas
$100K +$36K +2,552 +24%
LCM
175
Landscape Capital Management
New Jersey
$98.7K +$185K +13,074 New

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.