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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
1401
Blueshift Asset Management
New Jersey
TSS
1402
Two Sigma Securities
New York
KP
1403
Keel Point
Alabama
CAGAS
1404
Capital Advisory Group Advisory Services
Minnesota
DOA
1405
D'Orazio & Associates
Virginia
VA
1406
Valmark Advisers
Ohio
BW
1407
BostonPremier Wealth
Massachusetts
WWM
1408
Walser Wealth Management
Florida
WFI
1409
West Family Investments
California
BWM
1410
BCS Wealth Management
Tennessee
RA
1411
Ritter Alpha
New York
MFS
1412
Miller Financial Services
Michigan
AAS
1413
Ameritas Advisory Services
Nebraska
AWA
1414
Arete Wealth Advisors
Illinois
MWM
1415
Marion Wealth Management
Pennsylvania
DJSG
1416
D.J. St. Germain
Massachusetts
SSG
1417
Summit Securities Group
New York
SIM
1418
Sentry Investment Management
Wisconsin
CF
1419
Centaurus Financial
California
PL
1420
PeakShares LLC
Florida
RFA
1421
Reyes Financial Architecture
California
MFC
1422
Mechanics Financial Corp
Ohio
EW
1423
Elyxium Wealth
California
BOTPPF
1424
Board of the Pension Protection Fund
United Kingdom
PH
1425
Pinnacle Holdings
Oklahoma