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Fortinet

1,352 hedge funds and large institutions have $54.1B invested in Fortinet in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 552 increasing their positions, 454 reducing their positions, and 112 closing their positions.

Holders
1,352
Holders Change
+17
Holders Change %
+1.27%
% of All Funds
18.16%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.28%
New
157
Increased
552
Reduced
454
Closed
112
Calls
$454M
Puts
$474M
Net Calls
-$20.4M
Net Calls Change
-$235M
Name Market Value Shares Shares
Change
Shares
Change %
HIA
1301
Harbor Investment Advisory
Maryland
$5.5K 52
WCM
1302
WealthTrak Capital Management
Virginia
$5.39K 51 -39 -43%
VWA
1303
Valued Wealth Advisors
Utah
$5.39K 51
JFA
1304
JNBA Financial Advisors
Minnesota
$5.29K 50
SC
1305
Swan Capital
Florida
$5.29K 50 +50 New
PPA
1306
Painted Porch Advisors
California
$5.08K 48
OAJ
1307
Ogorek Anthony Joseph
New York
$5K 53 +53 New
LWANC
1308
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 529 +524 +10,480%
PWA
1309
Principia Wealth Advisory
Texas
$4.97K 47 +4 +9%
CIA
1310
Cape Investment Advisory
Georgia
$4.86K 46
HWP
1311
Highline Wealth Partners
California
$4.02K 38 +3 +9%
VWM
1312
Vermillion Wealth Management
Minnesota
$3.28K 31
CWM
1313
Cranbrook Wealth Management
Michigan
$3.17K 30
BHWM
1314
Bay Harbor Wealth Management
Maryland
$3.07K 29 +20 +222%
CYG
1315
Clean Yield Group
Vermont
$2.64K 25
TCM
1316
TruNorth Capital Management
Michigan
$2.64K 25
RWM
1317
Rialto Wealth Management
New York
$2.54K 24 +8 +50%
SIC
1318
SJS Investment Consulting
Ohio
$2.43K 23 -234 -91%
PWM
1319
Parkworth Wealth Management
California
$2.33K 22 +13 +144%
NWM
1320
Nova Wealth Management
Florida
$2.23K 21 +21 New
FCAS
1321
First Command Advisory Services
Texas
$2.22K 21
ITIM
1322
Indiana Trust & Investment Management
Indiana
$2.11K 20
CWM
1323
CarsonAllaria Wealth Management
Illinois
$2.11K 20
KPP
1324
Kings Path Partners
Texas
$2.11K 20 +20 New
WA
1325
WestEnd Advisors
North Carolina
$2.01K 19