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346 hedge funds and large institutions have $14.3B invested in Fortis in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $67.3M | Put options by funds: $8.52M

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 99

11% more funds holding

Funds holding: 313346 (+33)

6% more capital invested

Capital invested by funds: $13.5B → $14.3B (+$835M)

0.78% less ownership

Funds ownership: 51.24%50.46% (-0.78%)

Holders
346
Holders Change
+33
Holders Change %
+10.54%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
142
Reduced
99
Closed
18
Calls
$67.3M
Puts
$8.52M
Net Calls
+$58.8M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
76
Crossmark Global Holdings
Texas
$14.4M -$431K -7,839 -3%
TPM
77
Triasima Portfolio Management
Quebec, Canada
$14.3M +$342K +6,216 +2%
Creative Planning
78
Creative Planning
Kansas
$14.1M +$2.56M +46,519 +23%
AC
79
Addenda Capital
Quebec, Canada
$13.2M -$67.6K -1,230 -0.7%
Man Group
80
Man Group
United Kingdom
$12.4M +$3.76M +68,388 +44%
APG Asset Management
81
APG Asset Management
Netherlands
$12.2M -$184K -3,344 -1%
Jane Street
82
Jane Street
New York
$12.1M +$7.4M +134,712 +164%
VanEck Associates
83
VanEck Associates
New York
$11.5M +$475K +8,648 +4%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$11.5M +$657K +11,965 +6%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$11.3M +$4.26M +77,566 +62%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$11.1M +$10.9M +198,911 New
MSV
87
MN Services Vermogensbeheer
Netherlands
$10.7M
American Century Companies
88
American Century Companies
Missouri
$10.5M +$2.99M +54,429 +41%
Baillie Gifford & Co
89
Baillie Gifford & Co
United Kingdom
$10.2M -$4.55M -82,860 -31%
AAF
90
Andra AP-fonden
Sweden
$9.94M +$5.24M +95,445 +292%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$9.86M +$49.4K +900 +0.5%
BG
92
Bollard Group
Massachusetts
$9.79M +$1.4M +25,492 +17%
Federated Hermes
93
Federated Hermes
Pennsylvania
$9.79M -$196K -3,566 -2%
AQR Capital Management
94
AQR Capital Management
Connecticut
$9.63M -$2.16M -39,273 -19%
GF
95
Gabelli Funds
New York
$9.19M -$44K -800 -0.5%
DR
96
Davis Rea
Ontario, Canada
$8.92M -$279K -5,087 -3%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$8.47M +$549K +9,984 +7%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$8.32M -$5.35M -97,340 -39%
P
99
PensionDanmark
Denmark
$8.27M -$816K -14,845 -9%
RCYC
100
Richard C. Young & Co
Rhode Island
$7.33M -$160K -2,909 -2%