308 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 129 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.31% less ownership

Funds ownership: 50.73%50.42% (-0.31%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70.2M
Puts
$96.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
226
West Family Investments
California
$276K
SOW
227
State of Wyoming
Wyoming
$255K
JSSH
228
J. Safra Sarasin Holding
$254K
CFD
229
Creative Financial Designs
Indiana
$253K
BEI
230
Benjamin Edwards Inc
Missouri
$244K
WCM
231
Weaver Capital Management
Georgia
$238K
KWM
232
Kingsview Wealth Management
Oregon
$234K
AFG
233
Atomi Financial Group
New York
$230K
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$228K
VWM
235
Verus Wealth Management
Wisconsin
$218K
AAP
236
Arax Advisory Partners
Colorado
$195K
ASN
237
Advisory Services Network
Georgia
$187K
EWA
238
EverSource Wealth Advisors
Alabama
$168K
HNB
239
Huntington National Bank
Ohio
$153K
QCG
240
Quadrant Capital Group
Ohio
$151K
QT
241
Quantbot Technologies
New York
$148K
1IA
242
1620 Investment Advisors
Massachusetts
$137K
GRP
243
Global Retirement Partners
California
$127K
PA
244
Parallel Advisors
California
$108K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$105K
MCM
246
MAI Capital Management
Ohio
$94K
CH
247
Cromwell Holdings
Wyoming
$93.2K
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$92.1K
Macquarie Group
249
Macquarie Group
Australia
$77.7K
CLOS
250
Compagnie Lombard Odier SCmA
Switzerland
$75.5K