345 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
345
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
CFSG
276
Community Financial Services Group
Vermont
$97.2K
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$82.8K
LFG
278
Larson Financial Group
Missouri
$80.2K
MCM
279
MAI Capital Management
Ohio
$77.7K
FFA
280
Farther Finance Advisors
California
$77.5K
Bessemer Group
281
Bessemer Group
New Jersey
$65K
LAM
282
LOM Asset Management
$64.8K
AF
283
Allworth Financial
California
$60.4K
NS
284
NBC Securities
Alabama
$58.5K
GSWM
285
Golden State Wealth Management
California
$51.6K
AAM
286
Advisors Asset Management
Colorado
$35.4K
TCOT
287
Trust Company of Toledo
Ohio
$33.3K
CAM
288
Clarity Asset Management
Iowa
$30.1K
SA
289
Scarborough Advisors
Maryland
$29K
HI
290
Harbour Investments
Wisconsin
$25K
BP
291
BNP Paribas
France
$25K
GI
292
GAMMA Investing
California
$23.2K
NFSG
293
Newbridge Financial Services Group
Florida
$22.3K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$21.1K
HPC
295
HM Payson & Co
Maine
$20.5K
WIM
296
Westside Investment Management
California
$19.6K
DF
297
Dunhill Financial
United Kingdom
$17.7K
CA
298
CoreCap Advisors
Michigan
$17K
TWD
299
True Wealth Design
Ohio
$16.7K
TPWA
300
Twin Peaks Wealth Advisors
California
$16.7K