308 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 129 increasing their positions, 92 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)

0.31% less ownership

Funds ownership: 50.73%50.42% (-0.31%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
308
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
URS
126
Utah Retirement Systems
Utah
$2.84M
CCIA
127
Campbell & Co Investment Adviser
Maryland
$2.82M
ProShare Advisors
128
ProShare Advisors
Maryland
$2.75M
Public Sector Pension Investment Board (PSP Investments)
129
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M
AllianceBernstein
130
AllianceBernstein
Tennessee
$2.44M
SAM
131
Shell Asset Management
Netherlands
$2.31M
Stifel Financial
132
Stifel Financial
Missouri
$2.26M
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$2.14M
Raymond James Financial
134
Raymond James Financial
Florida
$2.14M
Wellington Management Group
135
Wellington Management Group
Massachusetts
$1.9M
MF
136
Magnetar Financial
Illinois
$1.89M
AC
137
Addison Capital
Pennsylvania
$1.86M
S
138
SignatureFD
Georgia
$1.82M
Mariner
139
Mariner
Kansas
$1.76M
Baird Financial Group
140
Baird Financial Group
Wisconsin
$1.74M
GIBU
141
Gulf International Bank (UK)
United Kingdom
$1.73M
Capital World Investors
142
Capital World Investors
California
$1.71M
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.63M
AQR Capital Management
144
AQR Capital Management
Connecticut
$1.54M
Allianz Asset Management
145
Allianz Asset Management
Germany
$1.48M
CAM
146
Concorde Asset Management
Michigan
$1.46M
WorldQuant Millennium Advisors
147
WorldQuant Millennium Advisors
New York
$1.4M
Marshall Wace
148
Marshall Wace
United Kingdom
$1.38M
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$1.28M
Lazard Asset Management
150
Lazard Asset Management
New York
$1.23M