FORTRESS BIOTECH INC (FBIO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FORTRESS BIOTECH INC (FBIO)

56 + Investors. Track Smart Money conviction in FBIO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FBIO

Based on 52 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their FBIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

52 funds currently hold this stock — 91% of the 3.0-year high of 57 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FBIO is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 48% buying

30 buying32 selling

Last quarter: 32 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 1 → 11 → 20 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 37% long-term, 35% new

■ 37% conviction (2yr+) ■ 29% medium ■ 35% new

Of the 52 current holders: 19 (37%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

11 → 1 → 11 → 20 → 11 new funds/Q

New funds entering each quarter: 1 → 11 → 20 → 11. A growing number of institutions are discovering FBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 5% veterans, 38% new entrants

■ 5% veterans ■ 57% 1-2yr ■ 38% new

Of 56 current holders: 3 (5%) held 2+ years, 32 held 1–2 years, 21 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds

11 of 52 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	56	61	-8.2%
13F Shares	6M	5M	27.98%
Total Value	$24M	$18M	29.24%
New Positions	11	21	-10
Increased Positions	23	26	-3
Closed Positions	17	12	+5
Reduced Positions	18	13	+5
Total Calls	2	4	-50.0%
Total Puts	4	3	33.33%
PUT/CALL Ratio	2.0	0.75	Bearish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-8.2%

13F Shares

27.98%

Total Value

$24M

$18M

29.24%

New Positions

-10

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

-50.0%

Total Puts

33.33%

PUT/CALL Ratio

2.0

0.75

Bearish

Institutional Holders (2026 Q1)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FBIO. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 7 institutional holders of FBIO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SHIKIAR ASSET MANAGEMENT INC	0.25%	305,469	—
2	180 WEALTH ADVISORS, LLC	0.02%	63,800	$178K
3	Abacus Planning Group, Inc.	0.01%	14,534	$41K
4	PFG Investments, LLC	0.00%	36,501	$102K
5	HB Wealth Management, LLC	0.00%	120,175	$335K
6	Kestra Advisory Services, LLC	0.00%	129,801	$362K
7	Forum Financial Management, LP	0.00%	10,000	$28K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — FORTRESS BIOTECH INC (FBIO)

What does the Smart Money Trend signal show for FBIO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FBIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FBIO?

More sellers than buyers — 48% buying: Last quarter: 32 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FBIO holders?

Strong quality — 29% AUM from major funds: 11 of 52 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FBIO?

Mixed — 37% long-term, 35% new: Of the 52 current holders: 19 (37%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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FORTRESS BIOTECH INC (FBIO)

Smart Money Signals — FBIO

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-9 vs last Q)

Mixed — 37% long-term, 35% new

Growing discovery — still being found

Mixed cohorts — 5% veterans, 38% new entrants

Strong quality — 29% AUM from major funds

Hedge Fund Ownership: FBIO

Market Analysis: FBIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FBIO

Hedge Fund Positioning: FBIO

Statistics: FBIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FORTRESS BIOTECH INC (FBIO)

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