308 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 311308 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less call options, than puts

Call options by funds: $69M | Put options by funds: $108M

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69M
Puts
$108M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AM
151
AGF Management
Ontario, Canada
$1.36M
GIBU
152
Gulf International Bank (UK)
United Kingdom
$1.28M
SC
153
Savant Capital
Illinois
$1.26M
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$1.25M
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$1.21M
MHI
156
Miller Howard Investments
New York
$1.19M
AA
157
ALPS Advisors
Colorado
$1.18M
Lazard Asset Management
158
Lazard Asset Management
New York
$1.16M
AIM
159
Aigen Investment Management
New York
$1.15M
SFA
160
Sequoia Financial Advisors
Ohio
$1.13M
KW
161
Keyvantage Wealth
Pennsylvania
$1.08M
GCM
162
Greenland Capital Management
New York
$1.05M
VT
163
Vise Technologies
New York
$1.03M
CP
164
Cumberland Partners
Ontario, Canada
$1.01M
US Bancorp
165
US Bancorp
Minnesota
$999K
Ameriprise
166
Ameriprise
Minnesota
$984K
WCM
167
Washington Capital Management
Washington
$973K
PAG
168
Private Advisor Group
New Jersey
$942K
MML Investors Services
169
MML Investors Services
Massachusetts
$911K
MPPW
170
Mitchell & Pahl Private Wealth
Oklahoma
$910K
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$888K
CCMIC
172
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$835K
VA
173
Vident Advisory
Georgia
$822K
Truist Financial
174
Truist Financial
North Carolina
$766K
MGP
175
Metis Global Partners
California
$766K