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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 %
FC
1151
Fairscale Capital
New Hampshire
$120K
CLOS
1152
Compagnie Lombard Odier SCmA
Switzerland
$119K +$119K +1,235 New
TC
1153
Truvestments Capital
Florida
$116K -$299K -3,104 -72%
FA
1154
Financial Avengers
California
$116K -$19.3K -200 -14%
UCB
1155
United Community Bank
South Carolina
$112K +$12.9K +134 +13%
CWM
1156
Compass Wealth Management
Connecticut
$105K
CFO
1157
CVA Family Office
Colorado
$103K +$14.5K +151 +16%
FPF
1158
First Pacific Financial
Washington
$103K
Kayne Anderson Rudnick Investment Management
1159
Kayne Anderson Rudnick Investment Management
California
$101K -$29.5K -306 -23%
FFA
1160
Frazier Financial Advisors
Ohio
$98.7K +$2.89K +30 +3%
PWAM
1161
Private Wealth Asset Management
Iowa
$96.5K +$96.5K +1,002 New
DWM
1162
Darwin Wealth Management
Florida
$96.4K
AIM
1163
Arcadia Investment Management
Michigan
$96.3K
MCM
1164
Manchester Capital Management
Vermont
$95.9K +$14.7K +153 +18%
AT
1165
Avalon Trust
New Mexico
$94.8K
NSIM
1166
North Star Investment Management
Illinois
$90K
IUHSA
1167
Itau Unibanco Holding S.A.
Brazil
$89K -$10.2K -105 -10%
GWP
1168
Gen-Wealth Partners
Michigan
$88.6K
RIL
1169
Rothschild Investment LLC
Illinois
$84.5K +$16.8K +175 +25%
AA
1170
Ancora Advisors
Ohio
$81.2K
KSWA
1171
Kathleen S. Wright Associates
Pennsylvania
$80.5K
CH
1172
Canton Hathaway
Rhode Island
$79K +$79K +820 New
SO
1173
Sierra Ocean
California
$78.2K
SWA
1174
SOA Wealth Advisors
New York
$77.5K
EDRH
1175
Edmond de Rothschild Holding
Switzerland
$75.9K +$48.4K +503 +176%