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Fortis
FTS

Overview Fund Activity

294 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
294
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
112
Reduced
95
Closed
29
Calls
$56.8M
Puts
$45.4M
Net Calls
+$11.3M
Net Calls Change
-$28.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$291M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47B
3
Goldman Sachs
3
Goldman Sachs
New York
$242M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$417M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$263M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$994M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$218M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KW
151
Keyvantage Wealth
Pennsylvania
$993K 20,814 – –
MHI
152
Miller Howard Investments
New York
$966K 20,234 +1,072 +6%
AM
153
AGF Management
Ontario, Canada
$953K 14,655 +14,655 New
Capital World Investors
154
Capital World Investors
California
$934K 19,563 +182 +0.9%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$903K 18,953 +1,517 +9%
MGP
156
Metis Global Partners
California
$902K 18,887 +1,828 +11%
WCM
157
Washington Capital Management
Washington
$898K 18,815 – –
Truist Financial
158
Truist Financial
North Carolina
$883K 18,498 -711 -4%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$880K 18,447 -518 -3%
PAG
160
Private Advisor Group
New Jersey
$873K 18,283 +3 +0%
US Bancorp
161
US Bancorp
Minnesota
$862K 18,070 +359 +2%
MPPW
162
Mitchell & Pahl Private Wealth
Oklahoma
$838K 17,564 +783 +5%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$829K 17,366 -82 -0.5%
BCI
164
Brinker Capital Investments
Pennsylvania
$813K 17,028 +3,547 +26%
MML Investors Services
165
MML Investors Services
Massachusetts
$800K 16,758 +3,796 +29%
CFD
166
Creative Financial Designs
Indiana
$791K 16,569 -463 -3%
ECM
167
ExodusPoint Capital Management
New York
$721K 15,100 +15,100 New
RhumbLine Advisers
168
RhumbLine Advisers
Massachusetts
$707K 14,805 -393 -3%
Barclays
169
Barclays
United Kingdom
$663K 13,921 +13,222 +1,892%
SFA
170
Sequoia Financial Advisors
Ohio
$632K 13,246 +13,246 New
JFL
171
Jarislowsky, Fraser Ltd
Quebec, Canada
$624K 13,105 -7,600 -37%
Jane Street
172
Jane Street
New York
$592K 12,394 -53,449 -81%
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$574K 12,021 +12,021 New
GIM
174
Glenmede Investment Management
Pennsylvania
$567K 11,878 +11,878 New
Ameriprise
175
Ameriprise
Minnesota
$559K 9,126 -3,413 -27%
5 6
7
8 9