344 hedge funds and large institutions have $14.3B invested in Fortis in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.3M
Puts
$8.52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
301
WealthCollab
Washington
$14.5K
AA
302
Ancora Advisors
Ohio
$14.4K
PTC
303
Private Trust Company
Ohio
$14.2K
BBHC
304
Brown Brothers Harriman & Co
New York
$14.1K
FMP
305
Financial Management Professionals
Texas
$12.3K
CA
306
Cache Advisors
California
$11.4K
TFIPS
307
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.1K
BWM
308
Bernard Wealth Management
Michigan
$10.9K
BFS
309
Bare Financial Services
Pennsylvania
$10.8K
AssetMark Inc
310
AssetMark Inc
California
$9.65K
WSFS
311
Wilmington Savings Fund Society
Delaware
$9.54K
CPG
312
Cornerstone Planning Group
New Jersey
$9.48K
EC
313
Elequin Capital
New York
$7.75K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$6.53K
SS
315
Sunbelt Securities
Texas
$6.53K
SFCL
316
Strengthening Families & Communities LLC
Massachusetts
$6.42K
EPL
317
Essential Partners LLC
California
$6.08K
NRG
318
Nemes Rush Group
Michigan
$5.67K
SWM
319
Spire Wealth Management
Virginia
$5.52K
BW
320
Basepoint Wealth
Iowa
$5.5K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$5.35K
MWM
322
Mascoma Wealth Management
New Hampshire
$5.08K
FC
323
Financial Consulate
Maryland
$4.69K
AAP
324
Arax Advisory Partners
Colorado
$4.69K
MLA
325
MB, Levis & Associates
Pennsylvania
$4.3K