308 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, 129 increasing their positions, 92 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)

0.31% less ownership

Funds ownership: 50.73%50.42% (-0.31%)

27% less call options, than puts

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

Holders
308
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
FFA
251
Farther Finance Advisors
California
$66.6K
AF
252
Allworth Financial
California
$66.4K
NA
253
NewEdge Advisors
Louisiana
$65.1K
CIAM
254
Caitong International Asset Management
Hong Kong
$60.1K
NS
255
NBC Securities
Alabama
$55.4K
SAM
256
Smartleaf Asset Management
Massachusetts
$55K
GSWM
257
Golden State Wealth Management
California
$46.4K
LFG
258
Larson Financial Group
Missouri
$37.5K
TFIPS
259
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.5K
CAM
260
Clarity Asset Management
Iowa
$30.8K
TCOT
261
Trust Company of Toledo
Ohio
$30.3K
Bessemer Group
262
Bessemer Group
New Jersey
$24K
PTC
263
Private Trust Company
Ohio
$21.8K
GI
264
GAMMA Investing
California
$21.1K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$19K
HPC
266
HM Payson & Co
Maine
$18.7K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$18.4K
WIM
268
Westside Investment Management
California
$17.4K
HI
269
Harbour Investments
Wisconsin
$17.2K
BTI
270
Blue Trust Inc
Georgia
$16.1K
DF
271
Dunhill Financial
United Kingdom
$16.1K
CBT
272
CoreFirst Bank & Trust
Kansas
$15.2K
CWP
273
Concord Wealth Partners
Virginia
$15.2K
HWM
274
Hemington Wealth Management
Virginia
$15K
SPIA
275
Steward Partners Investment Advisory
New York
$15K