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
TC
126
Tacita Capital
Ontario, Canada
$2.89M
URS
127
Utah Retirement Systems
Utah
$2.84M
CCIA
128
Campbell & Co Investment Adviser
Maryland
$2.82M
ProShare Advisors
129
ProShare Advisors
Maryland
$2.75M
Public Sector Pension Investment Board (PSP Investments)
130
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M
AllianceBernstein
131
AllianceBernstein
Tennessee
$2.44M
DCM
132
DGS Capital Management
New Jersey
$2.35M
SAM
133
Shell Asset Management
Netherlands
$2.31M
Stifel Financial
134
Stifel Financial
Missouri
$2.26M
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$2.14M
Raymond James Financial
136
Raymond James Financial
Florida
$2.14M
Wellington Management Group
137
Wellington Management Group
Massachusetts
$1.9M
MF
138
Magnetar Financial
Illinois
$1.89M
AC
139
Addison Capital
Pennsylvania
$1.86M
S
140
SignatureFD
Georgia
$1.82M
Mariner
141
Mariner
Kansas
$1.76M
Baird Financial Group
142
Baird Financial Group
Wisconsin
$1.74M
GIBU
143
Gulf International Bank (UK)
United Kingdom
$1.73M
Capital World Investors
144
Capital World Investors
California
$1.71M
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$1.63M
AQR Capital Management
146
AQR Capital Management
Connecticut
$1.54M
Allianz Asset Management
147
Allianz Asset Management
Germany
$1.48M
CAM
148
Concorde Asset Management
Michigan
$1.46M
WorldQuant Millennium Advisors
149
WorldQuant Millennium Advisors
New York
$1.4M
Marshall Wace
150
Marshall Wace
United Kingdom
$1.38M