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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
WorldQuant Millennium Advisors
951
WorldQuant Millennium Advisors
New York
$281K
CWM
952
Cornerstone Wealth Management
Missouri
$280K
WWC
953
Waypoint Wealth Counsel
Georgia
$279K
KWA
954
Kingswood Wealth Advisors
California
$276K
CFA
955
Collaborative Fund Advisors
Nevada
$275K
SGCA
956
Steel Grove Capital Advisors
Tennessee
$272K
LAM
957
L2 Asset Management
Massachusetts
$271K
AWP
958
Abacus Wealth Partners
California
$270K
GIA
959
Gladstone Institutional Advisory
Florida
$268K
CCA
960
Conestoga Capital Advisors
Pennsylvania
$267K
ETC
961
Exchange Traded Concepts
Oklahoma
$266K
LFAS
962
Level Four Advisory Services
Texas
$264K
FCP
963
Fidelis Capital Partners
Florida
$261K
RDWM
964
Red Door Wealth Management
Tennessee
$261K
IIM
965
Ipswich Investment Management
Massachusetts
$261K
SFS
966
Sowell Financial Services
Arkansas
$260K
BBA
967
BLB&B Advisors
Pennsylvania
$259K
CM
968
Columbus Macro
Pennsylvania
$258K
KHCM
969
Kirtland Hills Capital Management
Ohio
$257K
BEW
970
Burton Enright Welch
California
$256K
IAS
971
Insigneo Advisory Services
Florida
$256K
THCM
972
Taylor Hoffman Capital Management
Virginia
$254K
RP
973
Rice Partnership
Hawaii
$253K
CAS
974
CTC Alternative Strategies
Illinois
$253K
LWA
975
LifeGoal Wealth Advisors
New York
$253K