297 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, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
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
WSFS
226
Wilmington Savings Fund Society
Delaware
$157K
HNB
227
Huntington National Bank
Ohio
$144K
EWA
228
EverSource Wealth Advisors
Alabama
$139K
1IA
229
1620 Investment Advisors
Massachusetts
$122K
AC
230
AlphaCore Capital
California
$119K
MCM
231
MAI Capital Management
Ohio
$98.7K
PA
232
Parallel Advisors
California
$96.8K
CH
233
Cromwell Holdings
Wyoming
$87.7K
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$87.4K
CLOS
235
Compagnie Lombard Odier SCmA
Switzerland
$70.9K
NS
236
NBC Securities
Alabama
$70K
IA
237
IFP Advisors
Florida
$65.1K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$64.6K
FFA
239
Farther Finance Advisors
California
$61.6K
NA
240
NewEdge Advisors
Louisiana
$61.2K
AF
241
Allworth Financial
California
$59.8K
SOW
242
State of Wyoming
Wyoming
$56.3K
SAM
243
Smartleaf Asset Management
Massachusetts
$49.2K
GSWM
244
Golden State Wealth Management
California
$43.6K
RI
245
Ridgewood Investments
New Jersey
$38.1K
CAM
246
Clarity Asset Management
Iowa
$28.8K
TCOT
247
Trust Company of Toledo
Ohio
$28.5K
Bessemer Group
248
Bessemer Group
New Jersey
$22K
PTC
249
Private Trust Company
Ohio
$20.5K
GI
250
GAMMA Investing
California
$19.9K