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Fortis
FTS

Overview Fund Activity

295 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, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
112
Reduced
96
Closed
30
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.47B
2
Goldman Sachs
2
Goldman Sachs
New York
$242M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$417M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$263M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.1B

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$994M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$218M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
Westside Investment Management
California
$16.5K +$16.5K +345 New
HI
252
Harbour Investments
Wisconsin
$16.2K – – –
LFG
253
Larson Financial Group
Missouri
$15.8K +$8.93K +187 +131%
BTI
254
Blue Trust Inc
Georgia
$15.2K +$95 +2 +0.6%
DF
255
Dunhill Financial
United Kingdom
$15.2K +$15.2K +318 New
CWP
256
Concord Wealth Partners
Virginia
$14.3K – – –
CBT
257
CoreFirst Bank & Trust
Kansas
$14.3K +$14.3K +300 New
SPIA
258
Steward Partners Investment Advisory
New York
$14.2K -$4.73K -99 -25%
HWM
259
Hemington Wealth Management
Virginia
$14K – – –
FHA
260
First Horizon Advisors
Tennessee
$13.9K -$764 -16 -5%
W
261
WealthCollab
Washington
$13.7K – – –
TFIPS
262
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.9K – – –
TPWA
263
Twin Peaks Wealth Advisors
California
$11.8K +$11.8K +233 New
Optiver Holding
264
Optiver Holding
Netherlands
$11.4K +$11.4K +239 New
SO
265
Sierra Ocean
California
$10.7K – – –
BWM
266
Bernard Wealth Management
Michigan
$9.31K – – –
FMP
267
Financial Management Professionals
Texas
$9.02K +$859 +18 +11%
CA
268
CoreCap Advisors
Michigan
$8.98K – – –
AAP
269
Arax Advisory Partners
Colorado
$7.11K +$7.11K +28 New
PS
270
Principal Securities
Iowa
$5.68K – – –
AssetMark Inc
271
AssetMark Inc
California
$5.44K – – –
BFS
272
Bare Financial Services
Pennsylvania
$5.3K +$5.3K +111 New
NC
273
NewSquare Capital
Pennsylvania
$4.92K +$3.68K +77 +296%
AF
274
Advisornet Financial
Minnesota
$4.77K – – –
NRG
275
Nemes Rush Group
Michigan
$4.74K – – –
9 10
11
12 13