311 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
311
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
$70.2M
Puts
$96.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$289K
William Blair & Company
227
William Blair & Company
Illinois
$276K
WFI
228
West Family Investments
California
$276K
SOW
229
State of Wyoming
Wyoming
$255K
JSSH
230
J. Safra Sarasin Holding
$254K
CFD
231
Creative Financial Designs
Indiana
$253K
BEI
232
Benjamin Edwards Inc
Missouri
$244K
WCM
233
Weaver Capital Management
Georgia
$238K
KWM
234
Kingsview Wealth Management
Oregon
$234K
AFG
235
Atomi Financial Group
New York
$230K
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
ASN
239
Advisory Services Network
Georgia
$187K
EWA
240
EverSource Wealth Advisors
Alabama
$168K
HNB
241
Huntington National Bank
Ohio
$153K
QCG
242
Quadrant Capital Group
Ohio
$151K
QT
243
Quantbot Technologies
New York
$148K
1IA
244
1620 Investment Advisors
Massachusetts
$137K
GRP
245
Global Retirement Partners
California
$127K
PA
246
Parallel Advisors
California
$108K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$105K
MCM
248
MAI Capital Management
Ohio
$94K
CH
249
Cromwell Holdings
Wyoming
$93.2K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$92.1K