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357 hedge funds and large institutions have $15.3B invested in Fortis in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

903% more call options, than puts

Call options by funds: $83.9M | Put options by funds: $8.36M

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $14.3B → $15.3B (+$989M)

3% more funds holding

Funds holding: 347357 (+10)

1.54% more ownership

Funds ownership: 50.47%52.01% (+1.5%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
357
Holders Change
+10
Holders Change %
+2.88%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
45
Increased
159
Reduced
93
Closed
27
Calls
$83.9M
Puts
$8.36M
Net Calls
+$75.5M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
326
Optiver Holding
Netherlands
$7.44K +$7.33K +130 New
SFCL
327
Strengthening Families & Communities LLC
Massachusetts
$6.63K +$56 +1 +0.9%
EP
328
Essential Partners
California
$6.24K
NRG
329
Nemes Rush Group
Michigan
$5.86K
BW
330
Basepoint Wealth
Iowa
$5.69K
SWM
331
Spire Wealth Management
Virginia
$5.67K
BCWM
332
Bartlett & Co Wealth Management
Ohio
$5.38K
MWM
333
Mascoma Wealth Management
New Hampshire
$5.21K
TPCW
334
TD Private Client Wealth
New York
$4.69K +$3.38K +60 +273%
MWA
335
Medallion Wealth Advisors
Connecticut
$4.58K +$4.51K +80 New
MLA
336
MB, Levis & Associates
Pennsylvania
$4.41K
JWM
337
JPL Wealth Management
Colorado
$3.15K
BFPW
338
BOK Financial Private Wealth
Colorado
$3.15K +$3.1K +55 New
SWM
339
SHP Wealth Management
Massachusetts
$2.86K
IA
340
IFP Advisors
Florida
$2.69K -$1.3K -23 -33%
GWP
341
Gen-Wealth Partners
Michigan
$2.17K
SS
342
SBI Securities
Japan
$2.12K
HHCP
343
Hilton Head Capital Partners
South Carolina
$1.72K
MG
344
Mather Group
Illinois
$1.43K
FNWA
345
Financial Network Wealth Advisors
Utah
$1.43K +$1.41K +25 New
SHIM
346
Stone House Investment Management
Pennsylvania
$1.15K +$338 +6 +43%
PCM
347
Penserra Capital Management
California
$1K
GFA
348
Godfrey Financial Associates
New York
$916
QL
349
Quarry LP
New York
$916 +$903 +16 New
TC
350
Trust Company
Kansas
$744

FTS Hedge Fund Activity: Q2 2026 in Review

357 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2026, worth a combined $15.3B — up 6.9% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FTS positions and 27 closed out — a net gain of 18 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $138M. The largest seller was TD Asset Management, cutting an estimated $209M.

  • 357 institutional investors held Fortis (FTS) as of Q2 2026, up from 347 in Q1 2026.
  • Funds reported $15.3B of Fortis stock for Q2 2026, up 6.9% quarter-over-quarter.
  • 45 funds opened new Fortis positions in Q2 2026 and 27 closed out, a net change of +18 holders.
  • The largest Fortis buyer in Q2 2026 was Federation des caisses Desjardins du Quebec, an estimated $138M added.
  • The largest Fortis seller in Q2 2026 was TD Asset Management, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2026.