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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$10.3M +$8.21M +172,423 +406%
TPM
77
Triasima Portfolio Management
Quebec, Canada
$9.99M +$4.6M +96,685 +86%
MSV
78
MN Services Vermogensbeheer
Netherlands
$8.93M +$8.93M +187,500 New
Citigroup
79
Citigroup
New York
$8.85M +$1.39M +29,134 +19%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$8.59M +$2.23M +46,805 +35%
VanEck Associates
81
VanEck Associates
New York
$8.21M +$652K +13,694 +9%
DZ Bank
82
DZ Bank
Germany
$8.09M +$7.54M +158,405 +1,407%
BG
83
Bollard Group
Massachusetts
$8.07M +$702K +14,737 +10%
GF
84
Gabelli Funds
New York
$7.99M -$81K -1,700 -1%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$7.97M -$31.2K -656 -0.4%
QCM
86
Quantinno Capital Management
New York
$7.8M +$1.21M +25,313 +18%
DR
87
Davis Rea
Ontario, Canada
$7.76M -$144K -3,026 -2%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$7.02M +$6.07M +127,449 +654%
Wells Fargo
89
Wells Fargo
California
$7M -$1.27M -26,565 -15%
FAF
90
Första AP-fonden
Sweden
$6.86M -$257K -5,400 -4%
RCYC
91
Richard C. Young & Co
Rhode Island
$6.77M -$50K -1,049 -0.7%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$5.76M +$119K +2,504 +2%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$5.67M +$3.58M +75,259 +172%
HM
94
Heronetta Management
New York
$5.59M
HAI
95
Hennessy Advisors Inc
California
$5.36M -$195K -4,100 -4%
VPI
96
Value Partners Investments
Manitoba, Canada
$5.24M -$57.9K -1,216 -1%
EIP
97
Energy Income Partners
Connecticut
$5.04M -$437K -9,184 -8%
AF
98
Aviso Financial
Ontario, Canada
$4.85M +$318K +6,682 +7%
LF
99
Lansforsakringar Fondforvaltning
Sweden
$4.82M -$357K -7,494 -7%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$4.66M -$13M -272,471 -74%

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.