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Fortis
FTS

Overview Fund Activity

294 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
294
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
112
Reduced
95
Closed
29
Calls
$56.8M
Puts
$45.4M
Net Calls
+$11.3M
Net Calls Change
-$28.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$291M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47B
3
Goldman Sachs
3
Goldman Sachs
New York
$242M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$417M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$263M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$994M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$218M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCL
51
Woodbridge Co Ltd
Ontario, Canada
$28.7M 601,750 +601,750 New
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$28.5M 597,123 +26,477 +5%
Canada Life
53
Canada Life
Manitoba, Canada
$27.8M 582,749 -5,099 -0.9%
CIPU
54
Caledonia Investments plc (UK)
United Kingdom
$25.1M 526,700 – –
UBS AM
55
UBS AM
Illinois
$25M 523,701 -41,449 -7%
NEI
56
Northwest & Ethical Investments
Ontario, Canada
$23.7M 497,172 +2,030 +0.4%
Macquarie Group
57
Macquarie Group
Australia
$19.6M 302,296 +11,111 +4%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$18.3M 382,535 -1,668 -0.4%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$18.1M 377,359 +76,850 +26%
Northern Trust
60
Northern Trust
Illinois
$17.1M 357,265 +10,391 +3%
NL
61
Nuveen LLC
North Carolina
$17M 357,749 +1,715 +0.5%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$14.9M 311,853 +96,107 +45%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$14.7M 307,475 -6,911 -2%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$14.4M 300,707 -21,951 -7%
GP
65
Guardian Partners
Canada
$14.2M 303,140 +4,832 +2%
CGH
66
Crossmark Global Holdings
Texas
$14M 294,260 +3,444 +1%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M 285,507 -6,025 -2%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$13.6M 285,411 – –
BCIM
69
British Columbia Investment Management
British Columbia, Canada
$13M 271,779 -71,938 -21%
Pictet Asset Management
70
Pictet Asset Management
Switzerland
$12.1M 253,847 +14,295 +6%
AC
71
Addenda Capital
Quebec, Canada
$12M 184,958 +11,556 +7%
APG Asset Management
72
APG Asset Management
Netherlands
$10.8M 266,200 +266,200 New
Baillie Gifford & Co
73
Baillie Gifford & Co
United Kingdom
$10.6M 222,674 -63,317 -22%
Federated Hermes
74
Federated Hermes
Pennsylvania
$10.3M 215,433 -5,103 -2%
AllianceBernstein
75
AllianceBernstein
Tennessee
$10.3M 214,887 +172,423 +406%
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