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Fortis
FTS

Overview Fund Activity

295 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 30 closing their positions.

Holders
295
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
112
Reduced
96
Closed
30
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.47B
2
Goldman Sachs
2
Goldman Sachs
New York
$242M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$417M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$263M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.1B

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$994M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$218M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$4.73K 99 – –
BIG
277
Brooklyn Investment Group
New York
$4.54K 95 +44 +86%
GWSG
278
GPS Wealth Strategies Group
Colorado
$4.51K 95 +1 +1%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$4.49K 94 – –
GRP
280
Global Retirement Partners
California
$4.49K 94 +94 New
MWM
281
Mascoma Wealth Management
New Hampshire
$4.34K 91 – –
CPG
282
Cornerstone Planning Group
New Jersey
$4.14K 82 +27 +49%
TRCT
283
Tower Research Capital (TRC)
New York
$3.96K 83 -16,036 -99%
MLA
284
MB, Levis & Associates
Pennsylvania
$3.68K 77 – –
PFBT
285
Parkside Financial Bank & Trust
Missouri
$3.34K 70 +70 New
CCM
286
Copeland Capital Management
Pennsylvania
$2.72K 57 – –
BBHC
287
Brown Brothers Harriman & Co
New York
$2.05K 43 +43 New
HDIM
288
Hanson & Doremus Investment Management
Vermont
$2K 38 – –
SS
289
SBI Securities
Japan
$1.81K 38 -25 -40%
GWP
290
Gen-Wealth Partners
Michigan
$1.53K 32 – –
TWD
291
True Wealth Design
Ohio
$1.19K 25 +1 +4%
ADL
292
Asset Dedication LLC
California
$1.15K 24 – –
CIAM
293
Caitong International Asset Management
Hong Kong
$1.15K 24 +24 New
PCM
294
Penserra Capital Management
California
$1K 39 – –
BWL
295
Bogart Wealth LLC
Virginia
$334 7 – –
AIMCA
296
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -1,284,464 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
297
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -1,204,062 Closed
QC
298
Quadrature Capital
United Kingdom
– – -165,700 Closed
Man Group
299
Man Group
United Kingdom
– – -104,506 Closed
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
– – -46,000 Closed
10 11
12
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