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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
CT
901
Caldwell Trust
Florida
$340K
RWB
902
RMR Wealth Builders
New Jersey
$338K
GFP
903
Gryphon Financial Partners
Ohio
$335K
SIA
904
Soltis Investment Advisors
Utah
$335K
TC
905
Truvestments Capital
Florida
$335K
MA
906
MONECO Advisors
Connecticut
$334K
TPCW
907
TD Private Client Wealth
New York
$334K
MSR
908
Main Street Research
Connecticut
$333K
CM
909
Capula Management
Cayman Islands
$332K
HWA
910
Heritage Wealth Advisors
Virginia
$332K
SSWM
911
Sheets Smith Wealth Management
North Carolina
$329K
ACM
912
Advisors Capital Management
New Jersey
$328K
PPWP
913
Premier Path Wealth Partners
New Jersey
$327K
PWG
914
Portside Wealth Group
Utah
$326K
AWC
915
Abundance Wealth Counselors
Pennsylvania
$324K
CI Investments Inc
916
CI Investments Inc
Ontario, Canada
$323K
G
917
GenTrust
Florida
$321K
AWM
918
Angeles Wealth Management
California
$321K
FFA
919
Fi3 Financial Advisors
Indiana
$321K
AG
920
Ascent Group
Virginia
$320K
RP
921
Riverwater Partners
Wisconsin
$319K
1C
922
111 Capital
France
$319K
MA
923
Mutual Advisors
Nebraska
$319K
SM
924
Sciencast Management
New Jersey
$318K
LFA
925
Legacy Financial Advisors
Kentucky
$318K