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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
TC
126
Tacita Capital
Ontario, Canada
$2.89M -$157K -3,185 -5%
URS
127
Utah Retirement Systems
Utah
$2.84M
CCIA
128
Campbell & Co Investment Adviser
Maryland
$2.82M +$2.23M +45,403 +444%
ProShare Advisors
129
ProShare Advisors
Maryland
$2.75M +$57.6K +1,172 +2%
Public Sector Pension Investment Board (PSP Investments)
130
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M +$229K +4,654 +10%
AllianceBernstein
131
AllianceBernstein
Tennessee
$2.44M -$8.21M -166,873 -78%
DCM
132
DGS Capital Management
New Jersey
$2.35M +$39.7K +807 +2%
SAM
133
Shell Asset Management
Netherlands
$2.31M -$1.4M -28,400 -38%
Stifel Financial
134
Stifel Financial
Missouri
$2.26M -$57.8K -1,176 -3%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$2.14M -$1.82M -37,000 -47%
Raymond James Financial
136
Raymond James Financial
Florida
$2.14M -$26.1K -531 -1%
Wellington Management Group
137
Wellington Management Group
Massachusetts
$1.9M -$336K -6,828 -15%
MF
138
Magnetar Financial
Illinois
$1.89M +$1.83M +37,268 New
AC
139
Addison Capital
Pennsylvania
$1.86M -$169K -3,439 -9%
S
140
SignatureFD
Georgia
$1.82M +$24K +488 +1%
Mariner
141
Mariner
Kansas
$1.76M +$159K +3,242 +10%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$1.74M +$12.1K +247 +0.7%
GIBU
143
Gulf International Bank (UK)
United Kingdom
$1.73M -$23.2K -472 -2%
Capital World Investors
144
Capital World Investors
California
$1.71M +$699K +14,223 +73%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$1.63M -$767K -15,600 -33%
AQR Capital Management
146
AQR Capital Management
Connecticut
$1.54M +$356K +7,241 +31%
Allianz Asset Management
147
Allianz Asset Management
Germany
$1.48M +$60K +1,220 +4%
CAM
148
Concorde Asset Management
Michigan
$1.46M +$1.43M +29,000 New
WorldQuant Millennium Advisors
149
WorldQuant Millennium Advisors
New York
$1.4M +$1.35M +27,540 New
Marshall Wace
150
Marshall Wace
United Kingdom
$1.38M +$1.33M +27,108 New

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.