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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
GS
801
GTS Securities
New York
$470K
HFS
802
Hantz Financial Services
Michigan
$469K
GF
803
Gabelli Funds
New York
$466K
JGC
804
J. Goldman & Co
New York
$463K
EWA
805
Exencial Wealth Advisors
Oklahoma
$462K
CI
806
Corient IA
Florida
$462K
CIA
807
Caerus Investment Advisors
Texas
$460K
CICI
808
Capital Investment Counsel Inc
North Carolina
$460K
RWC
809
Rare Wolf Capital
Washington
$459K
SL
810
Sentinus LLC
Illinois
$455K
RFC
811
Regions Financial Corp
Alabama
$452K
RSWM
812
Robertson Stephens Wealth Management
California
$451K
TCWA
813
Turtle Creek Wealth Advisors
Texas
$451K
AWA
814
Aaron Wealth Advisors
Illinois
$447K
CSA
815
Cornerstone Select Advisors
Missouri
$446K
BFIM
816
Beese Fulmer Investment Management
Ohio
$446K
SAM
817
Smartleaf Asset Management
Massachusetts
$445K
VA
818
VestGen Advisors
Illinois
$438K
Group One Trading
819
Group One Trading
Illinois
$436K
MWM
820
Mascagni Wealth Management
Mississippi
$434K
CCWM
821
Cassaday & Co Wealth Management
Virginia
$431K
CCG
822
Ceeto Capital Group
Florida
$429K
HWA
823
HHM Wealth Advisors
Tennessee
$428K
EP
824
Essential Partners
California
$427K
WAAG
825
Wealth Alliance Advisory Group
Kansas
$426K