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Fortinet

1,292 hedge funds and large institutions have $48.4B invested in Fortinet in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 451 increasing their positions, 419 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 63

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

25% more capital invested

Capital invested by funds: $38.8B → $48.4B (+$9.53B)

15% more funds holding

Funds holding: 1,1221,292 (+170)

1.24% more ownership

Funds ownership: 65.55%66.79% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 419

18% less call options, than puts

Call options by funds: $679M | Put options by funds: $824M

Holders
1,292
Holders Change
+170
Holders Change %
+15.15%
% of All Funds
17.02%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
253
Increased
451
Reduced
419
Closed
63
Calls
$679M
Puts
$824M
Net Calls
-$145M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
776
Bordeaux Wealth Advisors
California
$580K +$23.4K +263 +4%
UWS
777
Unique Wealth Strategies
Illinois
$578K -$8.98K -101 -2%
AF
778
Allworth Financial
California
$573K +$29.3K +329 +6%
WAM
779
Weiss Asset Management
Massachusetts
$572K -$10.8M -121,775 -95%
RSWM
780
Robertson Stephens Wealth Management
California
$568K +$1.16K +13 +0.2%
CMI
781
Clare Market Investments
Texas
$567K
SI
782
Stephens Inc
Arkansas
$564K -$430K -4,840 -45%
QAM
783
Q3 Asset Management
Michigan
$552K -$114K -1,286 -18%
CA
784
Claro Advisors
Massachusetts
$552K -$38.5K -433 -7%
WPC
785
Wedmont Private Capital
Pennsylvania
$549K +$35.8K +402 +7%
BW
786
BXM Wealth
Colorado
$548K +$516K +5,800 New
PCP
787
Proficio Capital Partners
Massachusetts
$547K +$251K +2,827 +95%
AZ
788
Alpha Zero
Florida
$545K +$513K +5,768 New
DS
789
DRW Securities
Illinois
$542K +$510K +5,736 New
MA
790
MONECO Advisors
Connecticut
$541K +$45.4K +510 +10%
LS
791
Livforsakringsbolaget Skandia
Sweden
$540K
I
792
InceptionR
California
$537K +$506K +5,684 New
CICI
793
Capital Investment Counsel Inc
North Carolina
$536K
CCG
794
Ceeto Capital Group
Florida
$534K
CI Investments Inc
795
CI Investments Inc
Ontario, Canada
$533K +$116K +1,305 +30%
KeyBank National Association
796
KeyBank National Association
Ohio
$532K -$400K -4,497 -44%
NWMG
797
National Wealth Management Group
Ohio
$530K +$499K +5,610 New
AIA
798
AssuredPartners Investment Advisors
Florida
$528K +$497K +5,591 New
MSFS
799
Main Street Financial Solutions
Pennsylvania
$528K -$17K -191 -3%
GVAG
800
Great Valley Advisor Group
Delaware
$527K +$110K +1,242 +29%

FTNT Hedge Fund Activity: Q4 2024 in Review

1,292 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q4 2024, worth a combined $48.4B — up 25% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new FTNT positions and 63 closed out — a net gain of 190 holders — while 451 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $253M. The largest seller was Swedbank, cutting an estimated $179M.

  • 1,292 institutional investors held Fortinet (FTNT) as of Q4 2024, up from 1,122 in Q3 2024.
  • Funds reported $48.4B of Fortinet stock for Q4 2024, up 25% quarter-over-quarter.
  • 253 funds opened new Fortinet positions in Q4 2024 and 63 closed out, a net change of +190 holders.
  • The largest Fortinet buyer in Q4 2024 was Fidelity Investments, an estimated $253M added.
  • The largest Fortinet seller in Q4 2024 was Swedbank, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2024.