312 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 312312 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less call options, than puts

Call options by funds: $69M | Put options by funds: $108M

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69M
Puts
$108M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
276
Financial Management Professionals
Texas
$11.3K
BWM
277
Bernard Wealth Management
Michigan
$10.1K
CA
278
CoreCap Advisors
Michigan
$9.2K
WSFS
279
Wilmington Savings Fund Society
Delaware
$8.88K
TWD
280
True Wealth Design
Ohio
$7.27K
CPG
281
Cornerstone Planning Group
New Jersey
$6.46K
PFBT
282
Parkside Financial Bank & Trust
Missouri
$6.08K
SS
283
Sunbelt Securities
Texas
$6.03K
AssetMark Inc
284
AssetMark Inc
California
$5.92K
BFS
285
Bare Financial Services
Pennsylvania
$5.76K
EP
286
Essential Partners
California
$5.66K
CTB
287
Country Trust Bank
Illinois
$5.35K
NRG
288
Nemes Rush Group
Michigan
$5.24K
AF
289
Advisornet Financial
Minnesota
$5.19K
SWM
290
Spire Wealth Management
Virginia
$5.14K
BW
291
Basepoint Wealth
Iowa
$5.09K
BCWM
292
Bartlett & Co Wealth Management
Ohio
$4.88K
MWM
293
Mascoma Wealth Management
New Hampshire
$4.73K
MLA
294
MB, Levis & Associates
Pennsylvania
$4K
IA
295
IFP Advisors
Florida
$3.64K
CCM
296
Copeland Capital Management
Pennsylvania
$2.96K
GRP
297
Global Retirement Partners
California
$2.6K
TAM
298
Tucker Asset Management
Colorado
$2.23K
SS
299
SBI Securities
Japan
$1.87K
GWP
300
Gen-Wealth Partners
Michigan
$1.66K