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Fortinet

1,360 hedge funds and large institutions have $54.2B invested in Fortinet in 2025 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 554 increasing their positions, 456 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,360
Holders Change
+25
Holders Change %
+1.87%
% of All Funds
18.24%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.28%
New
159
Increased
554
Reduced
456
Closed
112
Calls
$606M
Puts
$614M
Net Calls
-$7.4M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1201
Winthrop Capital Management
Indiana
$63K +$63K +595 New
CAL
1202
Capital Advisors Ltd
Ohio
$57K -$2.85K -27 -5%
PTC
1203
Private Trust Company
Ohio
$56K -$276K -2,608 -83%
CAM
1204
Costello Asset Management
Pennsylvania
$55.9K
SC
1205
SouthState Corp
Florida
$54.8K -$4.86K -46 -8%
CT
1206
Clearstead Trust
Maine
$54.3K +$23.9K +226 +78%
GSWM
1207
Golden State Wealth Management
California
$51.7K
RF
1208
Rossby Financial
Florida
$51.4K +$9.3K +88 +22%
GKIM
1209
GW&K Investment Management
Massachusetts
$51K +$5.47K +52 +12%
CAM
1210
Creekmur Asset Management
Illinois
$50.5K
FMII
1211
Farmers & Merchants Investments Inc
Nebraska
$48.1K -$529 -5 -1%
GK
1212
Graney & King
New York
$47.8K
KFI
1213
Key Financial Inc
Pennsylvania
$47.6K
BWL
1214
Bogart Wealth LLC
Virginia
$47.4K +$3.81K +36 +9%
OW
1215
Olistico Wealth
Oklahoma
$45.4K
LFASL
1216
Lugano Financial Advisors SA (LFA)
Switzerland
$45K +$17K +161 +61%
LC
1217
Lavaca Capital
Texas
$44.4K
ADL
1218
Asset Dedication LLC
California
$44.3K
RA
1219
Rise Advisors
New York
$43.9K +$529 +5 +1%
PWMG
1220
Private Wealth Management Group
New Jersey
$43.2K
Walleye Capital
1221
Walleye Capital
New York
$41.4K -$216K -2,045 -84%
EA
1222
Evolution Advisers
Virginia
$41K
HC
1223
Hurley Capital
New York
$40.7K
MFC
1224
Mechanics Financial Corp
Ohio
$39.6K
BT
1225
Banque Transatlantique
France
$38.8K -$1.01M -9,524 -96%