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297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$14K
FHA
252
First Horizon Advisors
Tennessee
$12.8K
CWP
253
Concord Wealth Partners
Virginia
$12.5K
CBT
254
CoreFirst Bank & Trust
Kansas
$12.5K
HWM
255
Hemington Wealth Management
Virginia
$12K
FFA
256
Farther Finance Advisors
California
$11.9K -$3.32K -76 -21%
TFIPS
257
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.3K
BTI
258
Blue Trust Inc
Georgia
$9.35K +$6.78K +155 +221%
SO
259
Sierra Ocean
California
$9.27K +$9.75K +223 New
BWM
260
Bernard Wealth Management
Michigan
$8.11K +$8.53K +195 New
CA
261
CoreCap Advisors
Michigan
$7.37K +$962 +22 +14%
FMP
262
Financial Management Professionals
Texas
$7.03K +$1.36K +31 +22%
MEG
263
Millstone Evans Group
Colorado
$6.98K +$7.35K +168 New
TCG
264
Transcendent Capital Group
Oklahoma
$5.16K
SAM
265
Smartleaf Asset Management
Massachusetts
$5K
PS
266
Principal Securities
Iowa
$4.95K +$2.54K +58 +95%
GM
267
GeoWealth Management
Illinois
$4.82K
HWA
268
HHM Wealth Advisors
Tennessee
$4.78K
AssetMark Inc
269
AssetMark Inc
California
$4.74K +$4.99K +114 New
CFGS
270
Concourse Financial Group Securities
Alabama
$4.71K
GWP
271
Gen-Wealth Partners
Michigan
$4.49K -$8.57K -196 -64%
AF
272
Advisornet Financial
Minnesota
$4.16K
NRG
273
Nemes Rush Group
Michigan
$4.07K +$44 +1 +1%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$3.91K
GWSG
275
GPS Wealth Strategies Group
Colorado
$3.9K +$44 +1 +1%