297 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, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
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
AF
276
Advisornet Financial
Minnesota
$4.77K
NRG
277
Nemes Rush Group
Michigan
$4.74K
SWM
278
Spire Wealth Management
Virginia
$4.72K
BIG
279
Brooklyn Investment Group
New York
$4.54K
GWSG
280
GPS Wealth Strategies Group
Colorado
$4.51K
BCWM
281
Bartlett & Co Wealth Management
Ohio
$4.49K
GRP
282
Global Retirement Partners
California
$4.49K
MWM
283
Mascoma Wealth Management
New Hampshire
$4.34K
CPG
284
Cornerstone Planning Group
New Jersey
$4.13K
TRCT
285
Tower Research Capital (TRC)
New York
$3.96K
MLA
286
MB, Levis & Associates
Pennsylvania
$3.67K
PFBT
287
Parkside Financial Bank & Trust
Missouri
$3.34K
CCM
288
Copeland Capital Management
Pennsylvania
$2.72K
BBHC
289
Brown Brothers Harriman & Co
New York
$2.05K
HDIM
290
Hanson & Doremus Investment Management
Vermont
$2K
SS
291
SBI Securities
Japan
$1.81K
GWP
292
Gen-Wealth Partners
Michigan
$1.53K
TWD
293
True Wealth Design
Ohio
$1.19K
ADL
294
Asset Dedication LLC
California
$1.15K
CIAM
295
Caitong International Asset Management
Hong Kong
$1.15K
PCM
296
Penserra Capital Management
California
$1K
BWL
297
Bogart Wealth LLC
Virginia
$334
AIMCA
298
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
Caisse de Depot et Placement du Quebec (CDPQ)
299
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
QC
300
Quadrature Capital
United Kingdom