292 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
226
Huntington National Bank
Ohio
$138K +$138K +3,020 +302,000%
BT
227
Banque Transatlantique
France
$135K +$135K +3,200 New
LC
228
Lindbrook Capital
California
$116K -$8.57K -188 -7%
1IA
229
1620 Investment Advisors
Massachusetts
$110K +$7.07K +155 +7%
IA
230
IFP Advisors
Florida
$109K +$5.56K +122 +5%
PA
231
Parallel Advisors
California
$91.3K -$52.7K -1,157 -37%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$89.8K -$4.65K -102 -5%
CH
233
Cromwell Holdings
Wyoming
$83.7K
NS
234
NBC Securities
Alabama
$72K +$72K +1,585 +158,500%
CLOS
235
Compagnie Lombard Odier SCmA
Switzerland
$67.8K
MCM
236
MAI Capital Management
Ohio
$60.5K
NA
237
NewEdge Advisors
Louisiana
$58.4K -$3.37K -74 -5%
HCP
238
Hexagon Capital Partners
Arkansas
$55.9K +$29.5K +647 +112%
EWA
239
EverSource Wealth Advisors
Alabama
$53.3K +$10.5K +230 +24%
FFA
240
Farther Finance Advisors
California
$51K +$37.8K +820 +287%
GSWM
241
Golden State Wealth Management
California
$41.7K
RI
242
Ridgewood Investments
New Jersey
$36.4K
CCM
243
Coldstream Capital Management
Washington
$36K +$36K +790 New
CAM
244
Clarity Asset Management
Iowa
$32.6K -$14.8K -324 -31%
Barclays
245
Barclays
United Kingdom
$32K -$313K -6,843 -91%
CFB
246
Cullen/Frost Bankers
Texas
$28.4K +$28.4K +622 New
AF
247
Allworth Financial
California
$23.6K
Bessemer Group
248
Bessemer Group
New Jersey
$21K +$4.93K +106 +31%
PTC
249
Private Trust Company
Ohio
$19.6K +$16.1K +354 +472%
GI
250
GAMMA Investing
California
$19K +$19K +416 New