296 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, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
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
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$17.3K
WIM
252
Westside Investment Management
California
$16.5K
HI
253
Harbour Investments
Wisconsin
$16.2K
LFG
254
Larson Financial Group
Missouri
$15.8K
BTI
255
Blue Trust Inc
Georgia
$15.2K
DF
256
Dunhill Financial
United Kingdom
$15.2K
CWP
257
Concord Wealth Partners
Virginia
$14.3K
CBT
258
CoreFirst Bank & Trust
Kansas
$14.3K
SPIA
259
Steward Partners Investment Advisory
New York
$14.2K
HWM
260
Hemington Wealth Management
Virginia
$14K
FHA
261
First Horizon Advisors
Tennessee
$13.9K
W
262
WealthCollab
Washington
$13.7K
TFIPS
263
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.9K
TPWA
264
Twin Peaks Wealth Advisors
California
$11.8K
Optiver Holding
265
Optiver Holding
Netherlands
$11.4K
SO
266
Sierra Ocean
California
$10.7K
BWM
267
Bernard Wealth Management
Michigan
$9.31K
FMP
268
Financial Management Professionals
Texas
$9.02K
CA
269
CoreCap Advisors
Michigan
$8.98K
AAP
270
Arax Advisory Partners
Colorado
$7.11K
PS
271
Principal Securities
Iowa
$5.68K
AssetMark Inc
272
AssetMark Inc
California
$5.44K
BFS
273
Bare Financial Services
Pennsylvania
$5.3K
NC
274
NewSquare Capital
Pennsylvania
$4.92K
AF
275
Advisornet Financial
Minnesota
$4.77K