FTS icon

Fortis
FTS

Overview Fund Activity

291 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$114M
2
Morgan Stanley
Morgan Stanley
New York
+$86.8M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$76.7M
4
Fidelity International
Fidelity International
Bermuda
+$66.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$54.8M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$151M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$51.9M
3
Bank of America
Bank of America
North Carolina
-$50.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
276
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.19K -$24K -528 -88%
SS
277
SBI Securities
Japan
$2.87K -$456 -10 -14%
CPG
278
Cornerstone Planning Group
New Jersey
$2.66K – – –
CCM
279
Copeland Capital Management
Pennsylvania
$2.6K – – –
BIG
280
Brooklyn Investment Group
New York
$2.33K +$2.33K +51 New
SAM
281
Smartleaf Asset Management
Massachusetts
$2.13K -$3.31K -73 -61%
HDIM
282
Hanson & Doremus Investment Management
Vermont
$2K +$2K +38 New
GWP
283
Gen-Wealth Partners
Michigan
$1.46K -$3.47K -76 -70%
NC
284
NewSquare Capital
Pennsylvania
$1.19K +$1.19K +26 New
FFA
285
Frazier Financial Advisors
Ohio
$1.14K – – –
MG
286
Mather Group
Illinois
$1.14K – – –
TWD
287
True Wealth Design
Ohio
$1.09K – – –
ADL
288
Asset Dedication LLC
California
$1.09K +$1.09K +24 New
PCM
289
Penserra Capital Management
California
$1K – – –
BWL
290
Bogart Wealth LLC
Virginia
$319 +$319 +7 New
SN
291
Sittner & Nelson
Oregon
$137 – – –
Norges Bank
292
Norges Bank
Norway
– -$182M -4,391,444 Closed
Point72 Asset Management
293
Point72 Asset Management
Connecticut
– -$22.9M -551,058 Closed
GQG Partners
294
GQG Partners
Florida
– -$5.51M -132,648 Closed
NIM
295
Nexus Investment Management
Ontario, Canada
– -$2.56M -61,765 Closed
PAMP
296
Polar Asset Management Partners
Ontario, Canada
– -$2.47M -59,512 Closed
UIM
297
USS Investment Management
United Kingdom
– -$1.21M -29,201 Closed
AIM
298
Aigen Investment Management
New York
– -$1.02M -24,566 Closed
CF
299
Canoe Financial
Alberta, Canada
– -$477K -11,492 Closed
ECM
300
ExodusPoint Capital Management
New York
– -$436K -10,500 Closed
9 10 11
12
13