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312 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 93

6% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$725M)

4% more funds holding

Funds holding: 299312 (+13)

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
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
130
Reduced
93
Closed
23
Calls
$70.2M
Puts
$96.6M
Net Calls
-$26.3M
Net Calls Change
-$37.9M
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 -$148 -3 -1%
W
278
WealthCollab
Washington
$14.6K
FMP
279
Financial Management Professionals
Texas
$10.9K +$1.28K +26 +14%
BWM
280
Bernard Wealth Management
Michigan
$9.89K
CA
281
CoreCap Advisors
Michigan
$8.99K -$541 -11 -6%
GFWA
282
Grey Fox Wealth Advisors
Delaware
$8.63K +$8.36K +170 New
PS
283
Principal Securities
Iowa
$8.02K +$1.92K +39 +33%
TWD
284
True Wealth Design
Ohio
$6.95K +$5.51K +112 +448%
SS
285
Sunbelt Securities
Texas
$5.84K +$5.66K +115 New
AssetMark Inc
286
AssetMark Inc
California
$5.78K
SFCL
287
Strengthening Families & Communities LLC
Massachusetts
$5.76K +$5.56K +113 New
BFS
288
Bare Financial Services
Pennsylvania
$5.63K
EP
289
Essential Partners
California
$5.53K +$5.36K +109 New
CTB
290
Country Trust Bank
Illinois
$5.23K +$5.07K +103 New
NRG
291
Nemes Rush Group
Michigan
$5.08K +$49 +1 +1%
AF
292
Advisornet Financial
Minnesota
$5.07K
Group One Trading
293
Group One Trading
Illinois
$5.07K +$4.92K +100 New
SWM
294
Spire Wealth Management
Virginia
$5.02K
GWSG
295
GPS Wealth Strategies Group
Colorado
$4.84K
BCWM
296
Bartlett & Co Wealth Management
Ohio
$4.77K
MWM
297
Mascoma Wealth Management
New Hampshire
$4.62K
CPG
298
Cornerstone Planning Group
New Jersey
$4.14K
MLA
299
MB, Levis & Associates
Pennsylvania
$3.91K
IA
300
IFP Advisors
Florida
$3.55K -$63.6K -1,293 -95%

FTS Hedge Fund Activity: Q3 2025 in Review

312 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2025, worth a combined $12.9B — up 5.9% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTS positions and 23 closed out — a net gain of 14 holders — while 130 added to existing stakes and 93 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $325M. The largest seller was Fidelity International, cutting an estimated $127M.

  • 312 institutional investors held Fortis (FTS) as of Q3 2025, up from 299 in Q2 2025.
  • Funds reported $12.9B of Fortis stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 37 funds opened new Fortis positions in Q3 2025 and 23 closed out, a net change of +14 holders.
  • The largest Fortis buyer in Q3 2025 was Royal Bank of Canada, an estimated $325M added.
  • The largest Fortis seller in Q3 2025 was Fidelity International, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2025.