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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$20.5K
GI
252
GAMMA Investing
California
$19.9K
HPC
253
HM Payson & Co
Maine
$17.6K
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$17.3K -$2.38K -50 -12%
WIM
255
Westside Investment Management
California
$16.5K +$16.4K +345 New
HI
256
Harbour Investments
Wisconsin
$16.2K
LFG
257
Larson Financial Group
Missouri
$15.8K +$8.91K +187 +131%
BTI
258
Blue Trust Inc
Georgia
$15.2K +$95 +2 +0.6%
DF
259
Dunhill Financial
United Kingdom
$15.2K +$15.1K +318 New
CWP
260
Concord Wealth Partners
Virginia
$14.3K
CBT
261
CoreFirst Bank & Trust
Kansas
$14.3K +$14.3K +300 New
SPIA
262
Steward Partners Investment Advisory
New York
$14.2K -$4.71K -99 -25%
HWM
263
Hemington Wealth Management
Virginia
$14K
FHA
264
First Horizon Advisors
Tennessee
$13.9K -$762 -16 -5%
W
265
WealthCollab
Washington
$13.7K
TFIPS
266
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.9K
TPWA
267
Twin Peaks Wealth Advisors
California
$11.8K +$11.1K +233 New
Optiver Holding
268
Optiver Holding
Netherlands
$11.4K +$11.4K +239 New
SO
269
Sierra Ocean
California
$10.7K
BWM
270
Bernard Wealth Management
Michigan
$9.31K
FMP
271
Financial Management Professionals
Texas
$9.02K +$857 +18 +11%
CA
272
CoreCap Advisors
Michigan
$8.98K
AAP
273
Arax Advisory Partners
Colorado
$7.11K +$1.33K +28 New
PS
274
Principal Securities
Iowa
$5.68K
AssetMark Inc
275
AssetMark Inc
California
$5.44K

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.