305 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.32% less ownership

Funds ownership: 50.72%50.4% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70.2M
Puts
$96.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$73.2M
Swiss National Bank
27
Swiss National Bank
Switzerland
$73.2M
Charles Schwab
28
Charles Schwab
California
$72.3M
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66M
Invesco
30
Invesco
Georgia
$65.7M
Aviva
31
Aviva
United Kingdom
$63M
BlackRock
32
BlackRock
New York
$61.7M
Renaissance Technologies
33
Renaissance Technologies
New York
$51.6M
Deutsche Bank
34
Deutsche Bank
Germany
$49.9M
DPIM
35
Duff & Phelps Investment Management
Illinois
$49.8M
QI
36
QV Investors
Alberta, Canada
$49.2M
CAM
37
Cidel Asset Management
Ontario, Canada
$48.9M
IIM
38
Intact Investment Management
Quebec, Canada
$47.9M
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$47.5M
First Trust Advisors
40
First Trust Advisors
Illinois
$45.6M
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$42.3M
MSC
42
MUFG Securities (Canada)
New York
$42.3M
HIM
43
Hillsdale Investment Management
Ontario, Canada
$41.2M
Franklin Resources
44
Franklin Resources
California
$40.2M
GC
45
Guardian Capital
Ontario, Canada
$36.1M
Amundi
46
Amundi
France
$34M
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$33.3M
MSRPS
48
Maryland State Retirement & Pension System
Maryland
$31M
TWC
49
The Woodbridge Company
Ontario, Canada
$30.5M
Canada Life
50
Canada Life
Manitoba, Canada
$30M