297 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, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
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
$57M
Puts
$45.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
251
HM Payson & Co
Maine
$17.6K
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$17.3K
WIM
253
Westside Investment Management
California
$16.5K
HI
254
Harbour Investments
Wisconsin
$16.2K
LFG
255
Larson Financial Group
Missouri
$15.8K
BTI
256
Blue Trust Inc
Georgia
$15.2K
DF
257
Dunhill Financial
United Kingdom
$15.2K
CWP
258
Concord Wealth Partners
Virginia
$14.3K
CBT
259
CoreFirst Bank & Trust
Kansas
$14.3K
SPIA
260
Steward Partners Investment Advisory
New York
$14.2K
HWM
261
Hemington Wealth Management
Virginia
$14K
FHA
262
First Horizon Advisors
Tennessee
$13.9K
W
263
WealthCollab
Washington
$13.7K
TFIPS
264
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.9K
TPWA
265
Twin Peaks Wealth Advisors
California
$11.8K
Optiver Holding
266
Optiver Holding
Netherlands
$11.4K
SO
267
Sierra Ocean
California
$10.7K
BWM
268
Bernard Wealth Management
Michigan
$9.31K
FMP
269
Financial Management Professionals
Texas
$9.02K
CA
270
CoreCap Advisors
Michigan
$8.98K
AAP
271
Arax Advisory Partners
Colorado
$7.11K
PS
272
Principal Securities
Iowa
$5.68K
AssetMark Inc
273
AssetMark Inc
California
$5.44K
BFS
274
Bare Financial Services
Pennsylvania
$5.3K
NC
275
NewSquare Capital
Pennsylvania
$4.92K