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312 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 93

6% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$725M)

4% more funds holding

Funds holding: 299312 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 50.8%50.48% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
130
Reduced
93
Closed
23
Calls
$70.2M
Puts
$96.6M
Net Calls
-$26.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$289K +$70.1K +1,425 +33%
William Blair & Company
227
William Blair & Company
Illinois
$276K
WFI
228
West Family Investments
California
$276K +$11K +224 +4%
SOW
229
State of Wyoming
Wyoming
$255K +$189K +3,842 +326%
JSSH
230
J. Safra Sarasin Holding
$254K -$233K -4,735 -49%
CFD
231
Creative Financial Designs
Indiana
$253K -$569K -11,578 -70%
BEI
232
Benjamin Edwards Inc
Missouri
$244K -$2.56K -52 -1%
WCM
233
Weaver Capital Management
Georgia
$238K -$20.5K -417 -8%
KWM
234
Kingsview Wealth Management
Oregon
$234K +$20K +406 +10%
AFG
235
Atomi Financial Group
New York
$230K +$13.8K +281 +7%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$228K
VWM
237
Verus Wealth Management
Wisconsin
$218K
AAP
238
Arax Advisory Partners
Colorado
$195K +$187K +3,811 +13,611%
ASN
239
Advisory Services Network
Georgia
$187K +$181K +3,687 New
EWA
240
EverSource Wealth Advisors
Alabama
$168K +$20.4K +415 +14%
HNB
241
Huntington National Bank
Ohio
$153K
QCG
242
Quadrant Capital Group
Ohio
$151K +$146K +2,971 New
QT
243
Quantbot Technologies
New York
$148K +$143K +2,913 New
1IA
244
1620 Investment Advisors
Massachusetts
$137K +$6.93K +141 +6%
GRP
245
Global Retirement Partners
California
$127K +$118K +2,403 +2,556%
PA
246
Parallel Advisors
California
$108K +$5.16K +105 +5%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$105K +$102K +2,071 New
MCM
248
MAI Capital Management
Ohio
$94K -$10.5K -214 -10%
CH
249
Cromwell Holdings
Wyoming
$93.2K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$92.1K -$787 -16 -0.9%

FTS Hedge Fund Activity: Q3 2025 in Review

312 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2025, worth a combined $12.9B — up 5.9% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTS positions and 23 closed out — a net gain of 14 holders — while 130 added to existing stakes and 93 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $325M. The largest seller was Fidelity International, cutting an estimated $127M.

  • 312 institutional investors held Fortis (FTS) as of Q3 2025, up from 299 in Q2 2025.
  • Funds reported $12.9B of Fortis stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 37 funds opened new Fortis positions in Q3 2025 and 23 closed out, a net change of +14 holders.
  • The largest Fortis buyer in Q3 2025 was Royal Bank of Canada, an estimated $325M added.
  • The largest Fortis seller in Q3 2025 was Fidelity International, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2025.