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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
BAM
1001
Belpointe Asset Management
Nevada
$233K
BB
1002
Bell Bank
North Dakota
$233K
HDIM
1003
Hanson & Doremus Investment Management
Vermont
$231K
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$229K
MC
1005
Machina Capital
France
$228K
OCM
1006
One Capital Management
California
$227K
Focus Partners Wealth
1007
Focus Partners Wealth
Massachusetts
$227K
CTC
1008
Central Trust Company
Missouri
$226K
FWI
1009
Facet Wealth Inc
Maryland
$225K
BKA
1010
Brick & Kyle Associates
Pennsylvania
$225K
First Manhattan
1011
First Manhattan
New York
$224K
FFG
1012
Fiduciary Financial Group
California
$223K
EAM
1013
Erste Asset Management
Austria
$223K
DFCM
1014
Dark Forest Capital Management
Puerto Rico
$223K
PCM
1015
Permanent Capital Management
Illinois
$222K
OWM
1016
OneAscent Wealth Management
Alabama
$220K
WI
1017
WBI Investments
New Jersey
$220K
PCG
1018
Prosperity Consulting Group
Maryland
$220K
VCM
1019
Versant Capital Management
Arizona
$219K
PCS
1020
Personal CFO Solutions
New Jersey
$218K
CIA
1021
Compass Ion Advisors
Pennsylvania
$218K
BCWM
1022
Bartlett & Co Wealth Management
Ohio
$217K
TCM
1023
Teza Capital Management
Illinois
$217K
BWA
1024
Basecamp Wealth Advisors
Washington
$217K
BW
1025
BIP Wealth
Georgia
$217K