296 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
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
$57M
Puts
$45.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
276
Nemes Rush Group
Michigan
$4.74K
SWM
277
Spire Wealth Management
Virginia
$4.72K
BIG
278
Brooklyn Investment Group
New York
$4.54K
GWSG
279
GPS Wealth Strategies Group
Colorado
$4.51K
BCWM
280
Bartlett & Co Wealth Management
Ohio
$4.49K
GRP
281
Global Retirement Partners
California
$4.49K
MWM
282
Mascoma Wealth Management
New Hampshire
$4.34K
CPG
283
Cornerstone Planning Group
New Jersey
$4.13K
TRCT
284
Tower Research Capital (TRC)
New York
$3.96K
MLA
285
MB, Levis & Associates
Pennsylvania
$3.67K
PFBT
286
Parkside Financial Bank & Trust
Missouri
$3.34K
CCM
287
Copeland Capital Management
Pennsylvania
$2.72K
BBHC
288
Brown Brothers Harriman & Co
New York
$2.05K
HDIM
289
Hanson & Doremus Investment Management
Vermont
$2K
SS
290
SBI Securities
Japan
$1.81K
GWP
291
Gen-Wealth Partners
Michigan
$1.53K
TWD
292
True Wealth Design
Ohio
$1.19K
ADL
293
Asset Dedication LLC
California
$1.15K
CIAM
294
Caitong International Asset Management
Hong Kong
$1.15K
PCM
295
Penserra Capital Management
California
$1K
BWL
296
Bogart Wealth LLC
Virginia
$334
AIMCA
297
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
Caisse de Depot et Placement du Quebec (CDPQ)
298
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
QC
299
Quadrature Capital
United Kingdom
Man Group
300
Man Group
United Kingdom