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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
American Century Companies
101
American Century Companies
Missouri
$4.65M +$156K +3,283 +3%
Two Sigma Investments
102
Two Sigma Investments
New York
$4.42M -$3.6M -75,507 -45%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$4.21M +$165K +3,454 +4%
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$4.19M +$26.6K +558 +0.6%
PFSRSONJ
105
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.01M -$155K -3,259 -4%
GCM
106
Greenland Capital Management
New York
$3.96M -$6.22M -130,505 -61%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$3.78M +$3.44M +72,283 +1,052%
Creative Planning
108
Creative Planning
Kansas
$3.71M +$238K +4,999 +7%
GIM
109
Gold Investment Management
Alberta, Canada
$3.66M +$78K +1,638 +2%
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$3.57M -$3.64M -76,511 -51%
SAM
111
Shell Asset Management
Netherlands
$3.53M +$1.93M +40,577 +121%
HPG
112
Harvest Portfolios Group
Ontario, Canada
$3.5M -$6.48M -135,993 -65%
LI
113
Louisbourg Investments
New Brunswick, Canada
$3.46M +$1.11M +23,254 +47%
EMCIP
114
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.3M +$255K +5,355 +8%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.21M -$541K -11,359 -14%
AI
116
Atom Investors
Texas
$3.08M +$3.07M +64,507 New
NP
117
Ninepoint Partners
Ontario, Canada
$2.91M -$352K -7,386 -11%
TC
118
Tacita Capital
Ontario, Canada
$2.87M
BNP Paribas Asset Management
119
BNP Paribas Asset Management
France
$2.84M +$310K +6,510 +17%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$2.71M +$40.7K +854 +2%
URS
121
Utah Retirement Systems
Utah
$2.67M
OTPPB
122
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.63M +$2.62M +55,042 New
LPL Financial
123
LPL Financial
California
$2.61M +$137K +2,872 +6%
ProShare Advisors
124
ProShare Advisors
Maryland
$2.54M +$143K +3,005 +6%
SLAM
125
Swiss Life Asset Management
$2.52M -$24.8K -520 -1%

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.