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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

690% more call options, than puts

Call options by funds: $67.3M | Put options by funds: $8.52M

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 99

11% more funds holding

Funds holding: 313346 (+33)

6% more capital invested

Capital invested by funds: $13.5B → $14.3B (+$835M)

0.78% less ownership

Funds ownership: 51.24%50.46% (-0.78%)

Holders
346
Holders Change
+33
Holders Change %
+10.54%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
142
Reduced
99
Closed
18
Calls
$67.3M
Puts
$8.52M
Net Calls
+$58.8M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$119M -$13.4M -244,425 -10%
Morgan Stanley
27
Morgan Stanley
New York
$108M -$88.9M -1,618,368 -46%
Swiss National Bank
28
Swiss National Bank
Switzerland
$94.8M +$20.1M +366,500 +27%
Charles Schwab
29
Charles Schwab
California
$84.9M +$4.35M +79,243 +5%
BlackRock
30
BlackRock
New York
$84.7M +$5.66M +103,023 +7%
ClearBridge Investments
31
ClearBridge Investments
New York
$82.5M -$35.7M -649,675 -31%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.4M +$4.16M +75,757 +6%
DPIM
33
Duff & Phelps Investment Management
Illinois
$76.2M
Aviva
34
Aviva
United Kingdom
$74.3M +$1.12M +20,368 +2%
Invesco
35
Invesco
Georgia
$67.2M -$6.08M -110,647 -8%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$60.7M +$16.8M +305,450 +39%
Deutsche Bank
37
Deutsche Bank
Germany
$58.6M +$3.57M +64,973 +7%
UBS Group
38
UBS Group
Switzerland
$55.1M +$28.8M +524,174 +113%
CAM
39
Cidel Asset Management
Ontario, Canada
$54.6M +$24.4M +443,675 +83%
VAM
40
Vanguard Asset Management
$52.2M +$51.4M +935,019 New
Franklin Resources
41
Franklin Resources
California
$51.7M +$6.3M +114,641 +14%
QI
42
QV Investors
Alberta, Canada
$47.4M -$2.56M -46,671 -5%
First Trust Advisors
43
First Trust Advisors
Illinois
$46.4M -$2.68M -48,850 -6%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$44.6M -$2.07M -37,660 -4%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$44.1M -$951K -17,303 -2%
Amundi
46
Amundi
France
$43.2M -$4.81M -87,574 -10%
MSC
47
MUFG Securities (Canada)
New York
$41.9M -$939K -17,092 -2%
GCC
48
Guardian Capital (Canada)
Ontario, Canada
$41.4M +$401K +7,307 +1%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$39.6M +$1.75M +31,900 +5%
MSRPS
50
Maryland State Retirement & Pension System
Maryland
$34.7M +$2.41M +43,774 +8%