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Fortinet

1,316 hedge funds and large institutions have $39B invested in Fortinet in 2026 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 507 increasing their positions, 486 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 1,3241,316 (-8)

1.78% less ownership

Funds ownership: 66.36%64.58% (-1.8%)

25% less call options, than puts

Call options by funds: $540M | Put options by funds: $723M

Holders
1,316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$540M
Puts
$723M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Tealwood Asset Management
Minnesota
$1.88M
QIM
502
Quantitative Investment Management
Virginia
$1.87M
IA
503
Integrity Alliance
Iowa
$1.87M
TMAM
504
Tokio Marine Asset Management
Japan
$1.86M
CA
505
Clearstead Advisors
Ohio
$1.83M
PAG
506
Private Advisor Group
New Jersey
$1.82M
BIG
507
Brooklyn Investment Group
New York
$1.82M
OTL
508
Oak Thistle LLC
New York
$1.81M
PIMJS
509
PKO Investment Management Joint-Stock
Poland
$1.8M
CFG
510
Citizens Financial Group
Rhode Island
$1.8M
BCI
511
Brinker Capital Investments
Pennsylvania
$1.79M
GMFG
512
Greater Midwest Financial Group
Minnesota
$1.79M
SWM
513
Steinberganna Wealth Management
New York
$1.78M
AF
514
Allworth Financial
California
$1.77M
UCFA
515
United Capital Financial Advisors
Texas
$1.77M
CFB
516
Cullen/Frost Bankers
Texas
$1.76M
ISS
517
Intesa Sanpaolo SpA.
Italy
$1.76M
AAM
518
Azzad Asset Management
Virginia
$1.76M
KF
519
Krilogy Financial
Missouri
$1.75M
CPA
520
Capital Planning Advisors
California
$1.74M
CC
521
Centiva Capital
New York
$1.73M
EF
522
Empirical Finance
Pennsylvania
$1.73M
LCM
523
Landscape Capital Management
New Jersey
$1.73M
LA
524
LBP AM
France
$1.73M
GI
525
Gradient Investments
Minnesota
$1.72M