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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Atomi Financial Group
New York
$203K +$203K +4,255 New
KWM
227
Kingsview Wealth Management
Oregon
$200K +$200K +4,199 New
WSFS
228
Wilmington Savings Fund Society
Delaware
$157K
HNB
229
Huntington National Bank
Ohio
$144K
EWA
230
EverSource Wealth Advisors
Alabama
$139K +$82.5K +1,732 +148%
1IA
231
1620 Investment Advisors
Massachusetts
$122K +$6.71K +141 +6%
AC
232
AlphaCore Capital
California
$119K +$119K +2,491 New
MCM
233
MAI Capital Management
Ohio
$98.7K +$35.2K +740 +56%
PA
234
Parallel Advisors
California
$96.8K +$1.14K +24 +1%
CH
235
Cromwell Holdings
Wyoming
$87.7K
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$87.4K -$6.53K -137 -7%
CLOS
237
Compagnie Lombard Odier SCmA
Switzerland
$70.9K
NS
238
NBC Securities
Alabama
$70K -$5.57K -117 -7%
IA
239
IFP Advisors
Florida
$65.1K -$48.7K -1,022 -43%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$64.6K +$64.4K +1,353 New
FFA
241
Farther Finance Advisors
California
$61.6K +$8.81K +185 +17%
NA
242
NewEdge Advisors
Louisiana
$61.2K
AF
243
Allworth Financial
California
$59.8K +$36.5K +766 +157%
SOW
244
State of Wyoming
Wyoming
$56.3K +$56.2K +1,179 New
SAM
245
Smartleaf Asset Management
Massachusetts
$49.2K +$47.4K +996 +2,119%
GSWM
246
Golden State Wealth Management
California
$43.6K
RI
247
Ridgewood Investments
New Jersey
$38.1K
CAM
248
Clarity Asset Management
Iowa
$28.8K -$5.29K -111 -16%
TCOT
249
Trust Company of Toledo
Ohio
$28.5K +$28.4K +597 New
Bessemer Group
250
Bessemer Group
New Jersey
$22K

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.