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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
276
Bare Financial Services
Pennsylvania
$5.3K +$5.29K +111 New
NC
277
NewSquare Capital
Pennsylvania
$4.92K +$3.67K +77 +296%
AF
278
Advisornet Financial
Minnesota
$4.77K
NRG
279
Nemes Rush Group
Michigan
$4.74K
SWM
280
Spire Wealth Management
Virginia
$4.72K
BIG
281
Brooklyn Investment Group
New York
$4.54K +$2.1K +44 +86%
GWSG
282
GPS Wealth Strategies Group
Colorado
$4.51K +$48 +1 +1%
BCWM
283
Bartlett & Co Wealth Management
Ohio
$4.49K
GRP
284
Global Retirement Partners
California
$4.49K +$4.48K +94 New
MWM
285
Mascoma Wealth Management
New Hampshire
$4.34K
CPG
286
Cornerstone Planning Group
New Jersey
$4.13K +$1.29K +27 +49%
TRCT
287
Tower Research Capital (TRC)
New York
$3.96K -$764K -16,036 -99%
MLA
288
MB, Levis & Associates
Pennsylvania
$3.67K
PFBT
289
Parkside Financial Bank & Trust
Missouri
$3.34K +$3.33K +70 New
CCM
290
Copeland Capital Management
Pennsylvania
$2.72K
BBHC
291
Brown Brothers Harriman & Co
New York
$2.05K +$2.05K +43 New
HDIM
292
Hanson & Doremus Investment Management
Vermont
$2K
SS
293
SBI Securities
Japan
$1.81K -$1.19K -25 -40%
GWP
294
Gen-Wealth Partners
Michigan
$1.53K
TWD
295
True Wealth Design
Ohio
$1.19K +$48 +1 +4%
ADL
296
Asset Dedication LLC
California
$1.15K
CIAM
297
Caitong International Asset Management
Hong Kong
$1.15K +$1.14K +24 New
PCM
298
Penserra Capital Management
California
$1K
BWL
299
Bogart Wealth LLC
Virginia
$334
Caisse de Depot et Placement du Quebec (CDPQ)
300
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$54.8M -1,204,062 Closed

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.