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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 %
TPM
76
Triasima Portfolio Management
Quebec, Canada
$9.99M 209,745 +96,685 +86%
MSV
77
MN Services Vermogensbeheer
Netherlands
$8.93M 187,500 +187,500 New
Citigroup
78
Citigroup
New York
$8.85M 185,791 +29,134 +19%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$8.59M 180,491 +46,805 +35%
VanEck Associates
80
VanEck Associates
New York
$8.21M 171,757 +13,694 +9%
DZ Bank
81
DZ Bank
Germany
$8.09M 169,664 +158,405 +1,407%
BG
82
Bollard Group
Massachusetts
$8.07M 169,029 +14,737 +10%
GF
83
Gabelli Funds
New York
$7.99M 167,750 -1,700 -1%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$7.97M 166,949 -656 -0.4%
QCM
85
Quantinno Capital Management
New York
$7.8M 163,371 +25,313 +18%
DR
86
Davis Rea
Ontario, Canada
$7.76M 163,098 -3,026 -2%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$7.02M 146,949 +127,449 +654%
Wells Fargo
88
Wells Fargo
California
$7M 146,616 -26,565 -15%
FRAF
89
Första AP-fonden
Sweden
$6.86M 144,000 -5,400 -4%
RCYC
90
Richard C. Young & Co
Rhode Island
$6.77M 141,928 -1,049 -0.7%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$5.76M 120,926 +2,504 +2%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$5.67M 119,084 +75,259 +172%
HM
93
Heronetta Management
New York
$5.59M 86,000 – –
HAI
94
Hennessy Advisors Inc
California
$5.36M 112,376 -4,100 -4%
VPI
95
Value Partners Investments
Manitoba, Canada
$5.24M 109,864 -1,216 -1%
EIP
96
Energy Income Partners
Connecticut
$5.04M 105,616 -9,184 -8%
AF
97
Aviso Financial
Ontario, Canada
$4.85M 101,518 +6,682 +7%
LF
98
Lansforsakringar Fondforvaltning
Sweden
$4.82M 101,172 -7,494 -7%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$4.66M 97,665 -272,471 -74%
American Century Companies
100
American Century Companies
Missouri
$4.65M 97,405 +3,283 +3%
2 3
4
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