We are live on ! Find out more

299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M -$64.5M -1,354,790 -40%
Bank of America
27
Bank of America
North Carolina
$74.5M -$1.2M -25,220 -2%
Swiss National Bank
28
Swiss National Bank
Switzerland
$72.5M +$5.19M +108,900 +8%
Charles Schwab
29
Charles Schwab
California
$69.8M +$2.77M +58,165 +4%
Invesco
30
Invesco
Georgia
$61.5M -$2.2M -46,239 -3%
Renaissance Technologies
31
Renaissance Technologies
New York
$60.7M -$2.04M -42,800 -3%
Aviva
32
Aviva
United Kingdom
$55.7M +$460K +9,659 +0.8%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.4M +$2.46M +51,648 +5%
BlackRock
34
BlackRock
New York
$53.8M +$3.14M +65,977 +6%
Amundi
35
Amundi
France
$53.1M -$23.5M -492,985 -33%
QI
36
QV Investors
Alberta, Canada
$50.7M +$393K +8,242 +0.8%
DPIM
37
Duff & Phelps Investment Management
Illinois
$46.8M
Deutsche Bank
38
Deutsche Bank
Germany
$46.2M +$8.26M +173,478 +22%
CAM
39
Cidel Asset Management
Ontario, Canada
$44.7M +$922K +19,351 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$43.1M -$4.96M -104,102 -10%
MSC
41
MUFG Securities (Canada)
New York
$40.5M +$4.22M +88,597 +12%
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$40.1M +$292K +6,122 +0.7%
Franklin Resources
43
Franklin Resources
California
$39.8M +$3.14M +65,911 +9%
HIM
44
Hillsdale Investment Management
Ontario, Canada
$38M +$11.3M +236,347 +42%
UBS Group
45
UBS Group
Switzerland
$37.1M +$14.9M +312,837 +67%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$35M -$1.43M -30,030 -4%
GCC
47
Guardian Capital (Canada)
Ontario, Canada
$34.8M +$529K +11,108 +2%
IIM
48
Intact Investment Management
Quebec, Canada
$34.3M +$13.3M +278,640 +63%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$33.6M +$101K +2,116 +0.3%
MSRPS
50
Maryland State Retirement & Pension System
Maryland
$29.2M -$1.18M -24,865 -4%

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.