305 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 91 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: 50.72%50.4% (-0.32%)

27% less call options, than puts

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

Holders
305
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
NA
251
NewEdge Advisors
Louisiana
$65.1K
CIAM
252
Caitong International Asset Management
Hong Kong
$60.1K
NS
253
NBC Securities
Alabama
$55.4K
SAM
254
Smartleaf Asset Management
Massachusetts
$55K
GSWM
255
Golden State Wealth Management
California
$46.4K
LFG
256
Larson Financial Group
Missouri
$37.5K
TFIPS
257
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.5K
CAM
258
Clarity Asset Management
Iowa
$30.8K
TCOT
259
Trust Company of Toledo
Ohio
$30.3K
Bessemer Group
260
Bessemer Group
New Jersey
$24K
PTC
261
Private Trust Company
Ohio
$21.8K
GI
262
GAMMA Investing
California
$21.1K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$19K
HPC
264
HM Payson & Co
Maine
$18.7K
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$18.4K
WIM
266
Westside Investment Management
California
$17.4K
HI
267
Harbour Investments
Wisconsin
$17.2K
BTI
268
Blue Trust Inc
Georgia
$16.1K
DF
269
Dunhill Financial
United Kingdom
$16.1K
CWP
270
Concord Wealth Partners
Virginia
$15.2K
CBT
271
CoreFirst Bank & Trust
Kansas
$15.2K
HWM
272
Hemington Wealth Management
Virginia
$15K
SPIA
273
Steward Partners Investment Advisory
New York
$15K
W
274
WealthCollab
Washington
$14.6K
FMP
275
Financial Management Professionals
Texas
$10.9K