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312 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 93

6% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$725M)

4% more funds holding

Funds holding: 299312 (+13)

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
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
130
Reduced
93
Closed
23
Calls
$70.2M
Puts
$96.6M
Net Calls
-$26.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$5.29M +$1.31M +26,615 +34%
AF
102
Aviso Financial
Ontario, Canada
$5.25M +$102K +2,070 +2%
HAI
103
Hennessy Advisors Inc
California
$4.96M -$723K -14,700 -13%
Ninety One (UK)
104
Ninety One (UK)
United Kingdom
$4.82M +$2.39M +48,653 +105%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.81M -$9.38M -190,667 -67%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$4.8M +$4.65M +94,588 New
Citadel Advisors
107
Citadel Advisors
Florida
$4.61M +$4.2M +85,342 +1,571%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$4.59M +$151K +3,068 +3%
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$4.54M +$79.2K +1,611 +2%
XT
110
XTX Topco
Cayman Islands
$4.5M +$2.74M +55,759 +169%
HPG
111
Harvest Portfolios Group
Ontario, Canada
$4.11M +$384K +7,814 +11%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$4.1M +$3.98M +80,900 New
GCM
113
Greenland Capital Management
New York
$4.03M -$181K -3,685 -4%
LI
114
Louisbourg Investments
New Brunswick, Canada
$4.01M +$317K +6,438 +9%
GIM
115
Gold Investment Management
Alberta, Canada
$3.96M +$70K +1,423 +2%
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$3.71M -$81.6K -1,659 -2%
TI
117
Trexquant Investment
Connecticut
$3.7M +$1.36M +27,726 +61%
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.68M -$564K -11,467 -14%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$3.53M +$117K +2,382 +4%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$3.36M +$462K +9,395 +17%
SLAM
121
Swiss Life Asset Management
$3.26M +$563K +11,448 +22%
EMCIP
122
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.26M -$242K -4,930 -7%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$3.17M -$1.73M -35,251 -36%
NP
124
Ninepoint Partners
Ontario, Canada
$3.03M -$65.8K -1,339 -2%
LPL Financial
125
LPL Financial
California
$3.02M +$245K +4,988 +9%

FTS Hedge Fund Activity: Q3 2025 in Review

312 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2025, worth a combined $12.9B — up 5.9% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTS positions and 23 closed out — a net gain of 14 holders — while 130 added to existing stakes and 93 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $325M. The largest seller was Fidelity International, cutting an estimated $127M.

  • 312 institutional investors held Fortis (FTS) as of Q3 2025, up from 299 in Q2 2025.
  • Funds reported $12.9B of Fortis stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 37 funds opened new Fortis positions in Q3 2025 and 23 closed out, a net change of +14 holders.
  • The largest Fortis buyer in Q3 2025 was Royal Bank of Canada, an estimated $325M added.
  • The largest Fortis seller in Q3 2025 was Fidelity International, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2025.