344 hedge funds and large institutions have $14.3B invested in Fortis in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.3M
Puts
$8.52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$257K
PFA
252
Pure Financial Advisors
California
$253K
OCM
253
One Capital Management
California
$252K
BIG
254
Brooklyn Investment Group
New York
$250K
UCFA
255
United Capital Financial Advisors
Texas
$246K
WCM
256
Weaver Capital Management
Georgia
$244K
Wealth Enhancement Advisory Services
257
Wealth Enhancement Advisory Services
Minnesota
$242K
AI
258
Atria Investments
North Carolina
$220K
JGUA
259
John G. Ullman & Associates
New York
$217K
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$216K
WFI
261
West Family Investments
California
$213K
HWM
262
HB Wealth Management
Georgia
$210K
FAMI
263
Fideuram Asset Management (Ireland)
$197K
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$174K
HNB
265
Huntington National Bank
Ohio
$169K
PA
266
Parallel Advisors
California
$158K
1IA
267
1620 Investment Advisors
Massachusetts
$157K
QCG
268
Quadrant Capital Group
Ohio
$152K
DMIC
269
Dixon Mitchell Investment Counsel
British Columbia, Canada
$147K
CFD
270
Creative Financial Designs
Indiana
$133K
UBS AM
271
UBS AM
Illinois
$113K
CH
272
Cromwell Holdings
Wyoming
$103K
SAM
273
Smartleaf Asset Management
Massachusetts
$100K
WWM
274
Western Wealth Management
Colorado
$99.8K
CFSG
275
Community Financial Services Group
Vermont
$97.2K