311 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 50.8%50.48% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
311
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
$70.2M
Puts
$96.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
Hemington Wealth Management
Virginia
$15K
SPIA
277
Steward Partners Investment Advisory
New York
$15K
W
278
WealthCollab
Washington
$14.6K
FMP
279
Financial Management Professionals
Texas
$10.9K
BWM
280
Bernard Wealth Management
Michigan
$9.89K
CA
281
CoreCap Advisors
Michigan
$8.99K
GFWA
282
Grey Fox Wealth Advisors
Delaware
$8.63K
PS
283
Principal Securities
Iowa
$8.02K
TWD
284
True Wealth Design
Ohio
$6.95K
SS
285
Sunbelt Securities
Texas
$5.84K
AssetMark Inc
286
AssetMark Inc
California
$5.78K
SFCL
287
Strengthening Families & Communities LLC
Massachusetts
$5.76K
BFS
288
Bare Financial Services
Pennsylvania
$5.63K
CTB
289
Country Trust Bank
Illinois
$5.23K
NRG
290
Nemes Rush Group
Michigan
$5.08K
AF
291
Advisornet Financial
Minnesota
$5.07K
Group One Trading
292
Group One Trading
Illinois
$5.07K
SWM
293
Spire Wealth Management
Virginia
$5.02K
GWSG
294
GPS Wealth Strategies Group
Colorado
$4.84K
BCWM
295
Bartlett & Co Wealth Management
Ohio
$4.77K
MWM
296
Mascoma Wealth Management
New Hampshire
$4.62K
CPG
297
Cornerstone Planning Group
New Jersey
$4.14K
MLA
298
MB, Levis & Associates
Pennsylvania
$3.91K
IA
299
IFP Advisors
Florida
$3.55K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$3.55K