We are live on ! Find out more

313 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 132 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 95

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

4% more capital invested

Capital invested by funds: $12.9B → $13.5B (+$578M)

0.77% more ownership

Funds ownership: 50.48%51.24% (+0.77%)

0% more funds holding

Funds holding: 312313 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less call options, than puts

Call options by funds: $69M | Put options by funds: $108M

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
39
Increased
132
Reduced
95
Closed
32
Calls
$69M
Puts
$108M
Net Calls
-$39M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$111M -$3.3M -64,293 -3%
Charles Schwab
27
Charles Schwab
California
$75.3M +$1.17M +22,769 +2%
BlackRock
28
BlackRock
New York
$73.5M +$10.1M +197,868 +16%
Swiss National Bank
29
Swiss National Bank
Switzerland
$69.5M -$5.56M -108,400 -8%
Aviva
30
Aviva
United Kingdom
$68.4M +$3.69M +71,949 +6%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.4M +$366K +7,142 +0.5%
Invesco
32
Invesco
Georgia
$68.3M +$1.04M +20,313 +2%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$51.2M +$49.5M +965,833 +4,662%
Deutsche Bank
34
Deutsche Bank
Germany
$51.1M +$35.9K +700 +0.1%
DPIM
35
Duff & Phelps Investment Management
Illinois
$51.1M
IIM
36
Intact Investment Management
Quebec, Canada
$47.9M -$1.19M -23,261 -2%
QI
37
QV Investors
Alberta, Canada
$46.8M -$3.59M -69,973 -7%
First Trust Advisors
38
First Trust Advisors
Illinois
$45.7M -$921K -17,962 -2%
Amundi
39
Amundi
France
$44.7M +$9.66M +188,556 +28%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$43.6M -$5.05M -98,467 -11%
Franklin Resources
41
Franklin Resources
California
$42.2M +$988K +19,269 +2%
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$42M -$1.34M -26,048 -3%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$40.8M -$1.54M -30,038 -4%
MSC
44
MUFG Securities (Canada)
New York
$40M -$3.27M -63,706 -8%
GCC
45
Guardian Capital (Canada)
Ontario, Canada
$38.4M +$1.32M +25,737 +4%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$35.5M -$39M -761,213 -53%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$35.3M +$1.1M +21,553 +3%
Renaissance Technologies
48
Renaissance Technologies
New York
$34.2M -$18.3M -357,800 -35%
Two Sigma Investments
49
Two Sigma Investments
New York
$33M +$32.6M +635,815 New
TWC
50
The Woodbridge Company
Ontario, Canada
$31.3M

FTS Hedge Fund Activity: Q4 2025 in Review

313 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q4 2025, worth a combined $13.5B — up 4.5% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FTS positions and 32 closed out — a net gain of 7 holders — while 132 added to existing stakes and 95 trimmed.

The largest buyer was Fidelity International, adding an estimated $85.4M. The largest seller was Beutel, Goodman & Co, cutting an estimated $128M.

  • 313 institutional investors held Fortis (FTS) as of Q4 2025, up from 312 in Q3 2025.
  • Funds reported $13.5B of Fortis stock for Q4 2025, up 4.5% quarter-over-quarter.
  • 39 funds opened new Fortis positions in Q4 2025 and 32 closed out, a net change of +7 holders.
  • The largest Fortis buyer in Q4 2025 was Fidelity International, an estimated $85.4M added.
  • The largest Fortis seller in Q4 2025 was Beutel, Goodman & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2025.