305 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 91 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: 50.72%50.4% (-0.32%)

27% less call options, than puts

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

Holders
305
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
BWM
276
Bernard Wealth Management
Michigan
$9.89K
CA
277
CoreCap Advisors
Michigan
$8.99K
GFWA
278
Grey Fox Wealth Advisors
Delaware
$8.63K
PS
279
Principal Securities
Iowa
$8.02K
TWD
280
True Wealth Design
Ohio
$6.95K
SS
281
Sunbelt Securities
Texas
$5.84K
AssetMark Inc
282
AssetMark Inc
California
$5.78K
SFCL
283
Strengthening Families & Communities LLC
Massachusetts
$5.76K
BFS
284
Bare Financial Services
Pennsylvania
$5.63K
CTB
285
Country Trust Bank
Illinois
$5.23K
NRG
286
Nemes Rush Group
Michigan
$5.08K
AF
287
Advisornet Financial
Minnesota
$5.07K
Group One Trading
288
Group One Trading
Illinois
$5.07K
SWM
289
Spire Wealth Management
Virginia
$5.02K
GWSG
290
GPS Wealth Strategies Group
Colorado
$4.84K
BCWM
291
Bartlett & Co Wealth Management
Ohio
$4.77K
MWM
292
Mascoma Wealth Management
New Hampshire
$4.62K
CPG
293
Cornerstone Planning Group
New Jersey
$4.14K
MLA
294
MB, Levis & Associates
Pennsylvania
$3.91K
PFBT
295
Parkside Financial Bank & Trust
Missouri
$3.55K
CCM
296
Copeland Capital Management
Pennsylvania
$2.89K
BBHC
297
Brown Brothers Harriman & Co
New York
$2.18K
SS
298
SBI Securities
Japan
$1.83K
GWP
299
Gen-Wealth Partners
Michigan
$1.62K
EB
300
Eastern Bank
Massachusetts
$1.27K