FTRE icon

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.93% less ownership

Funds ownership: 106.35%104.42% (-1.9%)

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
357
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.12M
Puts
$3.05M
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$21.8M
3 +$9.23M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.75M
5
CM
Corvex Management
New York
+$7.5M

Top Sellers

1 -$37.1M
2 -$21.4M
3 -$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
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$157K
GCP
152
GSA Capital Partners
United Kingdom
$157K
A
153
AlphaQuest
New York
$157K
SC
154
Savant Capital
Illinois
$156K
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$155K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$148K
SCM
157
SKBA Capital Management
California
$143K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$142K
CUAMC
159
China Universal Asset Management Company
China
$136K
CS
160
Cannell & Spears
New York
$126K
CK
161
Cohen Klingenstein
New York
$124K
BCPWM
162
Bradley & Co Private Wealth Management
Florida
$124K
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$122K
YIH
164
Y-Intercept (HK)
Hong Kong
$122K
KK
165
KLP Kapitalforvaltning
Norway
$122K
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$121K
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$119K
VRS
168
Virginia Retirement Systems
Virginia
$118K
VI
169
Versor Investments
New York
$112K
VCA
170
Verdence Capital Advisors
Maryland
$107K
NRD
171
Nebula Research & Development
New York
$107K
Stifel Financial
172
Stifel Financial
Missouri
$107K
CFM
173
Catalyst Funds Management
Australia
$107K
MGWM
174
Marks Group Wealth Management
Minnesota
$106K
CSP
175
Cary Street Partners
Virginia
$102K