312 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 312312 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less call options, than puts

Call options by funds: $69M | Put options by funds: $108M

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69M
Puts
$108M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$66.6K
AF
252
Allworth Financial
California
$59.9K
LAM
253
LOM Asset Management
$59.6K
NS
254
NBC Securities
Alabama
$56.2K
TRCT
255
Tower Research Capital (TRC)
New York
$51.8K
AAP
256
Arax Advisory Partners
Colorado
$49.7K
GSWM
257
Golden State Wealth Management
California
$47.8K
TFIPS
258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
UBS AM
259
UBS AM
Illinois
$33.8K
Bessemer Group
260
Bessemer Group
New Jersey
$33K
CAM
261
Clarity Asset Management
Iowa
$31.8K
TCOT
262
Trust Company of Toledo
Ohio
$31K
GI
263
GAMMA Investing
California
$21.6K
NFSG
264
Newbridge Financial Services Group
Florida
$20.8K
HPC
265
HM Payson & Co
Maine
$19.1K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$19K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$18.9K
WIM
268
Westside Investment Management
California
$17.9K
HI
269
Harbour Investments
Wisconsin
$17.6K
PTC
270
Private Trust Company
Ohio
$17.1K
DF
271
Dunhill Financial
United Kingdom
$16.5K
CWP
272
Concord Wealth Partners
Virginia
$15.6K
SPIA
273
Steward Partners Investment Advisory
New York
$15.3K
W
274
WealthCollab
Washington
$13.5K
BBHC
275
Brown Brothers Harriman & Co
New York
$13.1K