311 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 50.8%50.48% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
311
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
$70.2M
Puts
$96.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
251
Macquarie Group
Australia
$77.7K
CLOS
252
Compagnie Lombard Odier SCmA
Switzerland
$75.5K
FFA
253
Farther Finance Advisors
California
$66.6K
AF
254
Allworth Financial
California
$66.4K
NA
255
NewEdge Advisors
Louisiana
$65.1K
CIAM
256
Caitong International Asset Management
Hong Kong
$60.1K
NS
257
NBC Securities
Alabama
$55.4K
SAM
258
Smartleaf Asset Management
Massachusetts
$55K
GSWM
259
Golden State Wealth Management
California
$46.4K
LFG
260
Larson Financial Group
Missouri
$37.5K
TFIPS
261
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.5K
CAM
262
Clarity Asset Management
Iowa
$30.8K
TCOT
263
Trust Company of Toledo
Ohio
$30.3K
Bessemer Group
264
Bessemer Group
New Jersey
$24K
PTC
265
Private Trust Company
Ohio
$21.8K
GI
266
GAMMA Investing
California
$21.1K
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$19K
HPC
268
HM Payson & Co
Maine
$18.7K
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$18.4K
WIM
270
Westside Investment Management
California
$17.4K
HI
271
Harbour Investments
Wisconsin
$17.2K
BTI
272
Blue Trust Inc
Georgia
$16.1K
DF
273
Dunhill Financial
United Kingdom
$16.1K
CWP
274
Concord Wealth Partners
Virginia
$15.2K
CBT
275
CoreFirst Bank & Trust
Kansas
$15.2K