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Fortinet

1,334 hedge funds and large institutions have $48.5B invested in Fortinet in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 533 increasing their positions, 442 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
+58
Holders Change %
+4.55%
% of All Funds
18.12%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.35%
New
179
Increased
533
Reduced
442
Closed
101
Calls
$828M
Puts
$613M
Net Calls
+$215M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
951
PDS Planning
Ohio
$363K +$24.3K +252 +7%
WIA
952
World Investment Advisors
California
$362K +$62K +644 +21%
OIS
953
OneAscent Investment Solutions
Alabama
$360K +$360K +3,737 New
CCA
954
Checchi Capital Advisers
California
$359K +$14.7K +153 +4%
CAM
955
Claret Asset Management
Quebec, Canada
$358K
CI Investments Inc
956
CI Investments Inc
Ontario, Canada
$356K -$187K -1,943 -34%
GL
957
Graypoint LLC
New York
$354K -$2.21K -23 -0.6%
AG
958
Ascent Group
Virginia
$353K +$353K +3,667 New
CAG
959
Crestwood Advisors Group
Massachusetts
$351K +$351K +3,650 New
PCM
960
Permanent Capital Management
Illinois
$351K
PTC
961
Philadelphia Trust Company
Pennsylvania
$351K
CM
962
Columbus Macro
Pennsylvania
$350K -$26.2K -272 -7%
CG
963
Cynosure Group
Utah
$350K +$2.02K +21 +0.6%
CAS
964
Coppell Advisory Solutions
Texas
$349K +$349K +3,345 New
HH
965
Hilltop Holdings
Texas
$348K +$29.8K +310 +9%
IA
966
Integrity Alliance
Iowa
$346K +$346K +3,598 New
LWM
967
Lodestone Wealth Management
Washington
$346K +$19.8K +206 +6%
AFP
968
Ausdal Financial Partners
Iowa
$345K +$345K +3,584 New
IAS
969
Insigneo Advisory Services
Florida
$345K -$3.47K -36 -1%
EWA
970
EverSource Wealth Advisors
Alabama
$345K +$106K +1,100 +44%
KIM
971
Kane Investment Management
California
$344K +$344K +3,576 New
GIA
972
Gladstone Institutional Advisory
Florida
$344K
RP
973
Rice Partnership
Hawaii
$339K -$9.34K -97 -3%
GCIA
974
Gabelli & Co Investment Advisers
New York
$337K
WA
975
Waddell & Associates
Tennessee
$337K