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Fortis
FTS

Overview Fund Activity

292 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$114M
2
Morgan Stanley
Morgan Stanley
New York
+$86.8M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$76.7M
4
Fidelity International
Fidelity International
Bermuda
+$66.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$54.8M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$151M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$51.9M
3
Bank of America
Bank of America
North Carolina
-$50.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
301
ExodusPoint Capital Management
New York
– -$436K -10,500 Closed
SM
302
Sciencast Management
New Jersey
– -$390K -9,376 Closed
PFS
303
Prospera Financial Services
Texas
– -$379K -9,128 Closed
TC
304
TwinBeech Capital
New York
– -$302K -7,275 Closed
CFSG
305
Community Financial Services Group
Vermont
– -$273K -6,570 Closed
CAM
306
Claret Asset Management
Quebec, Canada
– -$228K -5,501 Closed
KWM
307
Kingsview Wealth Management
Oregon
– -$224K -5,385 Closed
JGUA
308
John G. Ullman & Associates
New York
– -$204K -4,900 Closed
DC
309
Davenport & Co
Virginia
– -$203K -4,885 Closed
RWPA
310
Richard W. Paul & Associates
Michigan
– -$32K -769 Closed
BC
311
Bayforest Capital
United Kingdom
– -$28.9K -696 Closed
VWM
312
Venturi Wealth Management
Texas
– -$14.4K -346 Closed
PAS
313
Point72 Asia (Singapore)
Singapore
– -$14.3K -345 Closed
CBT
314
CoreFirst Bank & Trust
Kansas
– -$12.5K -300 Closed
TCG
315
Transcendent Capital Group
Oklahoma
– -$5.16K -124 Closed
GM
316
GeoWealth Management
Illinois
– -$4.82K -116 Closed
CFGS
317
Concourse Financial Group Securities
Alabama
– -$4.71K -112 Closed
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.41K -82 Closed
GWM
319
Geneos Wealth Management
Colorado
– -$1.79K -43 Closed
Optiver Holding
320
Optiver Holding
Netherlands
– -$1.29K -31 Closed
VHAM
321
Van Hulzen Asset Management
California
– -$998 -24 Closed
AWM
322
Avior Wealth Management
Nebraska
– -$665 -16 Closed
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