296 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, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
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
$57M
Puts
$45.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$144K
EWA
227
EverSource Wealth Advisors
Alabama
$139K
1IA
228
1620 Investment Advisors
Massachusetts
$122K
AC
229
AlphaCore Capital
California
$119K
MCM
230
MAI Capital Management
Ohio
$98.7K
PA
231
Parallel Advisors
California
$96.8K
CH
232
Cromwell Holdings
Wyoming
$87.7K
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$87.4K
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$70.9K
NS
235
NBC Securities
Alabama
$70K
IA
236
IFP Advisors
Florida
$65.1K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$64.6K
FFA
238
Farther Finance Advisors
California
$61.6K
NA
239
NewEdge Advisors
Louisiana
$61.2K
AF
240
Allworth Financial
California
$59.8K
SOW
241
State of Wyoming
Wyoming
$56.3K
SAM
242
Smartleaf Asset Management
Massachusetts
$49.2K
GSWM
243
Golden State Wealth Management
California
$43.6K
RI
244
Ridgewood Investments
New Jersey
$38.1K
CAM
245
Clarity Asset Management
Iowa
$28.8K
TCOT
246
Trust Company of Toledo
Ohio
$28.5K
Bessemer Group
247
Bessemer Group
New Jersey
$22K
PTC
248
Private Trust Company
Ohio
$20.5K
GI
249
GAMMA Investing
California
$19.9K
HPC
250
HM Payson & Co
Maine
$17.6K