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346 hedge funds and large institutions have $14.3B invested in Fortis in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
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
TPWA
301
Twin Peaks Wealth Advisors
California
$16.7K
SPIA
302
Steward Partners Investment Advisory
New York
$16.5K
W
303
WealthCollab
Washington
$14.5K
AA
304
Ancora Advisors
Ohio
$14.4K
PTC
305
Private Trust Company
Ohio
$14.2K
BBHC
306
Brown Brothers Harriman & Co
New York
$14.1K
FMP
307
Financial Management Professionals
Texas
$12.3K
CA
308
Cache Advisors
California
$11.4K
TFIPS
309
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.1K
BWM
310
Bernard Wealth Management
Michigan
$10.9K
BFS
311
Bare Financial Services
Pennsylvania
$10.8K
AssetMark Inc
312
AssetMark Inc
California
$9.65K
WSFS
313
Wilmington Savings Fund Society
Delaware
$9.54K
CPG
314
Cornerstone Planning Group
New Jersey
$9.48K
EC
315
Elequin Capital
New York
$7.75K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$6.53K
SS
317
Sunbelt Securities
Texas
$6.53K
SFCL
318
Strengthening Families & Communities LLC
Massachusetts
$6.42K
EP
319
Essential Partners
California
$6.08K
NRG
320
Nemes Rush Group
Michigan
$5.67K
SWM
321
Spire Wealth Management
Virginia
$5.52K
BW
322
Basepoint Wealth
Iowa
$5.5K
BCWM
323
Bartlett & Co Wealth Management
Ohio
$5.35K
MWM
324
Mascoma Wealth Management
New Hampshire
$5.08K
FC
325
Financial Consulate
Maryland
$4.69K