Fortis
312 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
40% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 93
6% more capital invested
Capital invested by funds: $12.2B → $12.9B (+$725M)
4% more funds holding
Funds holding: 299 → 312 (+13)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.32% less ownership
Funds ownership: 50.8% → 50.48% (-0.32%)
27% less call options, than puts
Call options by funds: $70.2M | Put options by funds: $96.6M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
326
Versor Investments
New York
| – | -$224K | -4,689 | Closed |
|
|
WSFS
327
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$157K | -3,279 | Closed |
|
328
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$64.6K | -1,353 | Closed |
|
|
RI
329
Ridgewood Investments
Springfield,
New Jersey
| – | -$38.1K | -799 | Closed |
|
|
TPWA
330
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$11.8K | -233 | Closed |
|
|
SO
331
Sierra Ocean
Ripon,
California
| – | -$10.7K | -225 | Closed |
|
|
NC
332
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$4.92K | -103 | Closed |
|
|
BIG
333
Brooklyn Investment Group
Brooklyn,
New York
| – | -$4.54K | -95 | Closed |
|
|
HDIM
334
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$2K | -38 | Closed |
|
|
ADL
335
Asset Dedication LLC
San Francisco,
California
| – | -$1.15K | -24 | Closed |
|
FTS Hedge Fund Activity: Q3 2025 in Review
312 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2025, worth a combined $12.9B — up 5.9% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FTS positions and 23 closed out — a net gain of 14 holders — while 130 added to existing stakes and 93 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $325M. The largest seller was Fidelity International, cutting an estimated $127M.
- 312 institutional investors held Fortis (FTS) as of Q3 2025, up from 299 in Q2 2025.
- Funds reported $12.9B of Fortis stock for Q3 2025, up 5.9% quarter-over-quarter.
- 37 funds opened new Fortis positions in Q3 2025 and 23 closed out, a net change of +14 holders.
- The largest Fortis buyer in Q3 2025 was Royal Bank of Canada, an estimated $325M added.
- The largest Fortis seller in Q3 2025 was Fidelity International, an estimated $127M sold.
Based on aggregated 13F filings for Q3 2025.