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
Name Market Value Shares Shares
Change
Shares
Change %
HNB
226
Huntington National Bank
Ohio
$144K 3,021
EWA
227
EverSource Wealth Advisors
Alabama
$139K 2,902 +1,732 +148%
1IA
228
1620 Investment Advisors
Massachusetts
$122K 2,556 +141 +6%
AC
229
AlphaCore Capital
California
$119K 2,491 +2,491 New
MCM
230
MAI Capital Management
Ohio
$98.7K 2,067 +740 +56%
PA
231
Parallel Advisors
California
$96.8K 2,028 +24 +1%
CH
232
Cromwell Holdings
Wyoming
$87.7K 1,837
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$87.4K 1,832 -137 -7%
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$70.9K 1,488
NS
235
NBC Securities
Alabama
$70K 1,469 -117 -7%
IA
236
IFP Advisors
Florida
$65.1K 1,363 -1,022 -43%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$64.6K 1,353 +1,353 New
FFA
238
Farther Finance Advisors
California
$61.6K 1,291 +185 +17%
NA
239
NewEdge Advisors
Louisiana
$61.2K 1,282
AF
240
Allworth Financial
California
$59.8K 1,253 +766 +157%
SOW
241
State of Wyoming
Wyoming
$56.3K 1,179 +1,179 New
SAM
242
Smartleaf Asset Management
Massachusetts
$49.2K 1,043 +996 +2,119%
GSWM
243
Golden State Wealth Management
California
$43.6K 914
RI
244
Ridgewood Investments
New Jersey
$38.1K 799
CAM
245
Clarity Asset Management
Iowa
$28.8K 603 -111 -16%
TCOT
246
Trust Company of Toledo
Ohio
$28.5K 597 +597 New
Bessemer Group
247
Bessemer Group
New Jersey
$22K 452
PTC
248
Private Trust Company
Ohio
$20.5K 429
GI
249
GAMMA Investing
California
$19.9K 416
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$17.3K 363 -50 -12%