FTS icon

Fortis
FTS

Overview Fund Activity

292 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$166M
2
Morgan Stanley
Morgan Stanley
New York
$174M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224M
4
Fidelity International
Fidelity International
Bermuda
$1.04B
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.8M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.06B
3
Bank of America
Bank of America
North Carolina
$72.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
126
Allianz Asset Management
Germany
$2.09M +$812K +17,818 +63%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$2M -$205K -4,491 -9%
AllianceBernstein
128
AllianceBernstein
Tennessee
$1.94M +$334K +7,321 +21%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$1.91M -$164K -3,603 -8%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$1.87M -$250K -5,500 -12%
GIBU
131
Gulf International Bank (UK)
United Kingdom
$1.87M +$1.8M +27,530 +2,841%
AC
132
Addison Capital
Pennsylvania
$1.83M -$16.2K -355 -0.9%
Raymond James Financial
133
Raymond James Financial
Florida
$1.76M -$156K -3,432 -8%
UH
134
Unigestion Holding
Switzerland
$1.74M -$1.1M -24,200 -39%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$1.58M +$1.58M +34,613 New
Citadel Advisors
136
Citadel Advisors
Florida
$1.54M -$4.28M -93,845 -74%
SAM
137
Shell Asset Management
Netherlands
$1.52M -$18.2K -400 -1%
CP
138
Cumberland Partners
Ontario, Canada
$1.5M +$230K +5,050 +18%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$1.5M -$92.6K -2,031 -6%
S
140
SignatureFD
Georgia
$1.49M +$62.5K +1,371 +4%
IMCOOI
141
Investment Management Corp of Ontario (IMCO)
Canada
$1.45M +$1.45M +31,906 New
CAM
142
Concorde Asset Management
Michigan
$1.29M – – –
SNT
143
SIG North Trading
Pennsylvania
$1.28M -$409K -8,963 -24%
KJHP
144
K.J. Harrison & Partners
Ontario, Canada
$1.24M -$75.4K -1,654 -6%
Mariner
145
Mariner
Kansas
$1.02M +$121K +2,649 +13%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$984K +$984K +21,597 New
KW
147
Keyvantage Wealth
Pennsylvania
$949K -$100K -2,202 -10%
JFL
148
Jarislowsky, Fraser Ltd
Quebec, Canada
$943K -$78K -1,712 -8%
VI
149
Versor Investments
New York
$904K +$18.3K +402 +2%
SC
150
Savant Capital
Illinois
$891K +$14.7K +323 +2%
4 5
6
7 8