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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
ST
851
Spinnaker Trust
Maine
$395K
IAA
852
Independent Advisor Alliance
North Carolina
$395K
FC
853
Farringdon Capital
United Kingdom
$393K
AWM
854
Aprio Wealth Management
Georgia
$392K
TBT
855
Texas Bank & Trust
Texas
$388K
CF
856
Convergence Financial
Missouri
$388K
FCH
857
Freestone Capital Holdings
Washington
$385K
HIIFS
858
Harel Insurance Investments & Financial Services
Israel
$385K
KA
859
Kovack Advisors
Florida
$384K
PL
860
Perpetual Ltd
Australia
$382K
MMA
861
Mizuho Markets Americas
New York
$381K
SFO
862
Stenger Family Office
Illinois
$379K
ATC
863
Argent Trust Co
Tennessee
$378K
RCA
864
Resonant Capital Advisors
Wisconsin
$377K
MFS
865
Mattson Financial Services
Michigan
$375K
SS
866
SBI Securities
Japan
$374K
CIA
867
Capital Investment Advisors
Georgia
$373K
MG
868
Mather Group
Illinois
$371K
NCM
869
Novare Capital Management
North Carolina
$368K
MYAM
870
Meiji Yasuda Asset Management
Japan
$368K
NAMI
871
Nomura Asset Management International
Pennsylvania
$365K
QFW
872
QTR Family Wealth
Florida
$364K
GCM
873
Gallacher Capital Management
Colorado
$364K
FA
874
Fiduciary Alliance
South Carolina
$363K
PWMAG
875
Pinnacle Wealth Management Advisory Group
New Jersey
$361K