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Fortis
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Overview Fund Activity

294 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
294
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
112
Reduced
95
Closed
29
Calls
$56.8M
Puts
$45.4M
Net Calls
+$11.3M
Net Calls Change
-$28.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$291M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47B
3
Goldman Sachs
3
Goldman Sachs
New York
$242M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$417M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$263M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$994M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$218M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.47B 30,859,694 +2,912,146 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B 23,025,514 +759,772 +3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.06B 22,210,523 -1,024,863 -4%
Fidelity International
4
Fidelity International
Bermuda
$994M 20,816,939 -1,972,713 -9%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$642M 13,474,508 +603,772 +5%
SC
6
Scotia Capital
Ontario, Canada
$422M 8,837,142 -56,501 -0.6%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$417M 8,735,909 +868,891 +11%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$401M 8,397,947 -356,277 -4%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$355M 7,439,972 +588,423 +9%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$350M 7,336,752 -268,739 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$297M 6,224,022 +345,633 +6%
Norges Bank
12
Norges Bank
Norway
$291M 6,099,034 +6,099,034 New
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$278M 5,825,882 -187,422 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$263M 5,414,298 +849,606 +19%
Goldman Sachs
15
Goldman Sachs
New York
$242M 5,070,711 +1,422,119 +39%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$234M 4,897,492 +351,619 +8%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$218M 4,558,135 -1,478,482 -24%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$199M 4,159,753 -763,117 -16%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$193M 4,039,575 -746,192 -16%
Morgan Stanley
20
Morgan Stanley
New York
$149M 3,116,083 -706,601 -18%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$140M 2,922,891 -855,972 -23%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$119M 2,502,238 -5,903 -0.2%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$112M 2,344,691 -300,000 -11%
ClearBridge Investments
24
ClearBridge Investments
New York
$107M 2,237,069 -332,304 -13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$103M 2,165,888 +73,997 +4%
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