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Fortis
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Overview Fund Activity

292 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$114M
2
Morgan Stanley
Morgan Stanley
New York
+$86.8M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$76.7M
4
Fidelity International
Fidelity International
Bermuda
+$66.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$54.8M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$151M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$51.9M
3
Bank of America
Bank of America
North Carolina
-$50.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$18.4K -$246K -5,529 -93%
SPIA
252
Steward Partners Investment Advisory
New York
$18.1K -$7.79K -171 -30%
HPC
253
HM Payson & Co
Maine
$16.8K – – –
HI
254
Harbour Investments
Wisconsin
$15.5K – – –
BTI
255
Blue Trust Inc
Georgia
$14.4K +$4.15K +91 +40%
FHA
256
First Horizon Advisors
Tennessee
$14K – – –
HWM
257
Hemington Wealth Management
Virginia
$14K – – –
CWP
258
Concord Wealth Partners
Virginia
$13.7K – – –
W
259
WealthCollab
Washington
$13.1K +$10.3K +227 +378%
TFIPS
260
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.4K – – –
SO
261
Sierra Ocean
California
$10.3K +$91 +2 +0.9%
BWM
262
Bernard Wealth Management
Michigan
$8.89K – – –
CA
263
CoreCap Advisors
Michigan
$8.58K +$502 +11 +6%
FMP
264
Financial Management Professionals
Texas
$7.79K +$91 +2 +1%
MEG
265
Millstone Evans Group
Colorado
$7.66K – – –
LFG
266
Larson Financial Group
Missouri
$6.52K +$5.74K +126 +741%
HWA
267
HHM Wealth Advisors
Tennessee
$5.24K – – –
AssetMark Inc
268
AssetMark Inc
California
$5.2K – – –
PS
269
Principal Securities
Iowa
$4.95K – – –
AF
270
Advisornet Financial
Minnesota
$4.56K – – –
SWM
271
Spire Wealth Management
Virginia
$4.51K +$1.32K +29 +41%
NRG
272
Nemes Rush Group
Michigan
$4.49K +$45 +1 +1%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$4.29K – – –
GWSG
274
GPS Wealth Strategies Group
Colorado
$4.27K – – –
MWM
275
Mascoma Wealth Management
New Hampshire
$4.15K – – –
9 10
11
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