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Fortis
FTS

Overview Fund Activity

295 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, 115 increasing their positions, 89 reducing their positions, and 28 closing their positions.

Holders
295
Holders Change
+7
Holders Change %
+2.43%
% of All Funds
3.93%
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
115
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$181M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$218M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$246M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$887M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.01B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$270M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.6M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$12.5K – – –
CBT
252
CoreFirst Bank & Trust
Kansas
$12.5K – – –
HWM
253
Hemington Wealth Management
Virginia
$12K – – –
FFA
254
Farther Finance Advisors
California
$11.9K -$3.16K -76 -21%
TFIPS
255
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.3K – – –
BTI
256
Blue Trust Inc
Georgia
$9.35K +$6.44K +155 +221%
SO
257
Sierra Ocean
California
$9.27K +$9.27K +223 New
BWM
258
Bernard Wealth Management
Michigan
$8.11K +$8.11K +195 New
CA
259
CoreCap Advisors
Michigan
$7.37K +$916 +22 +14%
FMP
260
Financial Management Professionals
Texas
$7.03K +$1.29K +31 +22%
MEG
261
Millstone Evans Group
Colorado
$6.98K +$6.98K +168 New
TCG
262
Transcendent Capital Group
Oklahoma
$5.16K – – –
SAM
263
Smartleaf Asset Management
Massachusetts
$5K – – –
PS
264
Principal Securities
Iowa
$4.95K +$2.41K +58 +95%
GM
265
GeoWealth Management
Illinois
$4.82K – – –
HWA
266
HHM Wealth Advisors
Tennessee
$4.78K – – –
AssetMark Inc
267
AssetMark Inc
California
$4.74K +$4.74K +114 New
CFGS
268
Concourse Financial Group Securities
Alabama
$4.71K – – –
GWP
269
Gen-Wealth Partners
Michigan
$4.49K -$8.15K -196 -64%
AF
270
Advisornet Financial
Minnesota
$4.16K – – –
NRG
271
Nemes Rush Group
Michigan
$4.07K +$41 +1 +1%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$3.91K – – –
GWSG
273
GPS Wealth Strategies Group
Colorado
$3.9K +$41 +1 +1%
MWM
274
Mascoma Wealth Management
New Hampshire
$3.78K – – –
BCMLT
275
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K – – –
9 10
11
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