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Fortis
FTS

Overview Fund Activity

295 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, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
3.96%
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
96
Closed
30
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$139M
2
Goldman Sachs
Goldman Sachs
New York
+$67.9M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$41.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$41.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$94.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$70.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$64.3M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$58.5M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
151
Keyvantage Wealth
Pennsylvania
$993K – – –
MHI
152
Miller Howard Investments
New York
$966K +$51.2K +1,072 +6%
AM
153
AGF Management
Ontario, Canada
$953K +$953K +14,655 New
Capital World Investors
154
Capital World Investors
California
$934K +$8.69K +182 +0.9%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$903K +$72.3K +1,517 +9%
MGP
156
Metis Global Partners
California
$902K +$87.3K +1,828 +11%
WCM
157
Washington Capital Management
Washington
$898K – – –
Truist Financial
158
Truist Financial
North Carolina
$883K -$33.9K -711 -4%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$880K -$24.7K -518 -3%
PAG
160
Private Advisor Group
New Jersey
$873K +$143 +3 +0%
US Bancorp
161
US Bancorp
Minnesota
$862K +$17.1K +359 +2%
MPPW
162
Mitchell & Pahl Private Wealth
Oklahoma
$838K +$37.4K +783 +5%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$829K -$3.91K -82 -0.5%
BCI
164
Brinker Capital Investments
Pennsylvania
$813K +$169K +3,547 +26%
MML Investors Services
165
MML Investors Services
Massachusetts
$800K +$181K +3,796 +29%
CFD
166
Creative Financial Designs
Indiana
$791K -$22.1K -463 -3%
ECM
167
ExodusPoint Capital Management
New York
$721K +$721K +15,100 New
RhumbLine Advisers
168
RhumbLine Advisers
Massachusetts
$707K -$18.8K -393 -3%
Barclays
169
Barclays
United Kingdom
$663K +$630K +13,222 +1,892%
SFA
170
Sequoia Financial Advisors
Ohio
$632K +$632K +13,246 New
JFL
171
Jarislowsky, Fraser Ltd
Quebec, Canada
$624K -$362K -7,600 -37%
Jane Street
172
Jane Street
New York
$592K -$2.55M -53,449 -81%
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$574K +$574K +12,021 New
GIM
174
Glenmede Investment Management
Pennsylvania
$567K +$567K +11,878 New
Ameriprise
175
Ameriprise
Minnesota
$559K -$209K -3,413 -27%
5 6
7
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