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346 hedge funds and large institutions have $14.3B invested in Fortis in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $67.3M | Put options by funds: $8.52M

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 99

11% more funds holding

Funds holding: 313346 (+33)

6% more capital invested

Capital invested by funds: $13.5B → $14.3B (+$835M)

0.78% less ownership

Funds ownership: 51.24%50.46% (-0.78%)

Holders
346
Holders Change
+33
Holders Change %
+10.54%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
142
Reduced
99
Closed
18
Calls
$67.3M
Puts
$8.52M
Net Calls
+$58.8M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
276
Community Financial Services Group
Vermont
$97.2K +$94.9K +1,727 New
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$82.8K
LFG
278
Larson Financial Group
Missouri
$80.2K +$5.17K +94 +7%
MCM
279
MAI Capital Management
Ohio
$77.7K +$1.21K +22 +2%
FFA
280
Farther Finance Advisors
California
$77.5K +$440 +8 +0.6%
NA
281
NewEdge Advisors
Louisiana
$71.6K
Bessemer Group
282
Bessemer Group
New Jersey
$65K +$30K +546 +88%
LAM
283
LOM Asset Management
$64.8K
AF
284
Allworth Financial
California
$60.4K -$3.96K -72 -6%
NS
285
NBC Securities
Alabama
$58.5K -$1.87K -34 -3%
GSWM
286
Golden State Wealth Management
California
$51.6K +$330 +6 +0.7%
AAM
287
Advisors Asset Management
Colorado
$35.4K +$34.9K +635 New
TCOT
288
Trust Company of Toledo
Ohio
$33.3K
CAM
289
Clarity Asset Management
Iowa
$30.1K -$4.01K -73 -12%
SA
290
Scarborough Advisors
Maryland
$29K +$28.6K +520 New
HI
291
Harbour Investments
Wisconsin
$25K +$5.99K +109 +32%
BP
292
BNP Paribas
France
$25K +$24.6K +448 New
GI
293
GAMMA Investing
California
$23.2K
NFSG
294
Newbridge Financial Services Group
Florida
$22.3K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$21.1K +$440 +8 +2%
HPC
296
HM Payson & Co
Maine
$20.5K
WIM
297
Westside Investment Management
California
$19.6K
DF
298
Dunhill Financial
United Kingdom
$17.7K
CA
299
CoreCap Advisors
Michigan
$17K +$7.03K +128 +72%
TWD
300
True Wealth Design
Ohio
$16.7K +$8.79K +160 +114%