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
Creative Planning
101
Creative Planning
Kansas
$5.29M
AF
102
Aviso Financial
Ontario, Canada
$5.25M
HAI
103
Hennessy Advisors Inc
California
$4.96M
Ninety One (UK)
104
Ninety One (UK)
United Kingdom
$4.82M
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.81M
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$4.8M
Citadel Advisors
107
Citadel Advisors
Florida
$4.61M
Jones Financial Companies
108
Jones Financial Companies
Missouri
$4.59M
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$4.54M
XT
110
XTX Topco
Cayman Islands
$4.5M
HPG
111
Harvest Portfolios Group
Ontario, Canada
$4.11M
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$4.1M
GCM
113
Greenland Capital Management
New York
$4.03M
LI
114
Louisbourg Investments
New Brunswick, Canada
$4.01M
GIM
115
Gold Investment Management
Alberta, Canada
$3.96M
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$3.71M
TI
117
Trexquant Investment
Connecticut
$3.7M
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.68M
Fidelity Investments
119
Fidelity Investments
Massachusetts
$3.53M
Natixis Advisors
120
Natixis Advisors
Massachusetts
$3.36M
SLAM
121
Swiss Life Asset Management
$3.26M
EMCIP
122
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.26M
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$3.17M
NP
124
Ninepoint Partners
Ontario, Canada
$3.03M
LPL Financial
125
LPL Financial
California
$3.02M