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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
TWC
51
The Woodbridge Company
Ontario, Canada
$28.7M +$28.7M +601,750 New
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$28.5M +$1.26M +26,477 +5%
Canada Life
53
Canada Life
Manitoba, Canada
$27.8M -$243K -5,099 -0.9%
CIPU
54
Caledonia Investments plc (UK)
United Kingdom
$25.1M
UBS AM
55
UBS AM
Illinois
$25M -$1.97M -41,449 -7%
NEI
56
Northwest & Ethical Investments
Ontario, Canada
$23.7M +$96.7K +2,030 +0.4%
Macquarie Group
57
Macquarie Group
Australia
$19.6M +$529K +11,111 +4%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$18.3M -$79.4K -1,668 -0.4%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$18.1M +$3.66M +76,850 +26%
Northern Trust
60
Northern Trust
Illinois
$17.1M +$495K +10,391 +3%
N
61
Nuveen
North Carolina
$17M +$81.7K +1,715 +0.5%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$14.9M +$4.58M +96,107 +45%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$14.7M -$329K -6,911 -2%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$14.4M -$1.05M -21,951 -7%
GP
65
Guardian Partners
Canada
$14.2M +$230K +4,832 +2%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.1M -$47.1M -988,564 -77%
CGH
67
Crossmark Global Holdings
Texas
$14M +$164K +3,444 +1%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M -$287K -6,025 -2%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$13.6M
BCIM
70
British Columbia Investment Management
British Columbia, Canada
$13M -$3.43M -71,938 -21%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$12.1M +$681K +14,295 +6%
AC
72
Addenda Capital
Quebec, Canada
$12M +$550K +11,556 +7%
APG Asset Management
73
APG Asset Management
Netherlands
$10.8M +$12.7M +266,200 New
Baillie Gifford & Co
74
Baillie Gifford & Co
United Kingdom
$10.6M -$3.02M -63,317 -22%
Federated Hermes
75
Federated Hermes
Pennsylvania
$10.3M -$243K -5,103 -2%

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.