311 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 93 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: 50.8%50.48% (-0.32%)

27% less call options, than puts

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

Holders
311
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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$28.9M
UBS Group
52
UBS Group
Switzerland
$26.9M
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$23.4M
CIPU
54
Caledonia Investments plc (UK)
United Kingdom
$23M
Korea Investment Corp
55
Korea Investment Corp
South Korea
$20.5M
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$20.2M
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$20.1M
Northern Trust
58
Northern Trust
Illinois
$20M
NCM
59
Nearwater Capital Markets
Ireland
$19.6M
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$18.8M
N
61
Nuveen
North Carolina
$18.1M
Baillie Gifford & Co
62
Baillie Gifford & Co
United Kingdom
$16M
Citigroup
63
Citigroup
New York
$15.9M
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$15.6M
HSBC Holdings
65
HSBC Holdings
United Kingdom
$15.2M
GP
66
Guardian Partners
Canada
$15.2M
BCIM
67
British Columbia Investment Management
British Columbia, Canada
$14.7M
CGH
68
Crossmark Global Holdings
Texas
$14.7M
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$14.3M
Two Sigma Advisers
70
Two Sigma Advisers
New York
$13.4M
AC
71
Addenda Capital
Quebec, Canada
$13.2M
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.5M
APG Asset Management
73
APG Asset Management
Netherlands
$11.9M
TPM
74
Triasima Portfolio Management
Quebec, Canada
$11.8M
KC
75
Kepler Cheuvreux
$11.4M