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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
151
K.J. Harrison & Partners
Ontario, Canada
$1.11M -$180K -3,775 -14%
AQR Capital Management
152
AQR Capital Management
Connecticut
$1.1M +$771K +16,188 +236%
AIM
153
Aigen Investment Management
New York
$1.1M +$883K +18,530 New
KW
154
Keyvantage Wealth
Pennsylvania
$993K
MHI
155
Miller Howard Investments
New York
$966K +$51.1K +1,072 +6%
AM
156
AGF Management
Ontario, Canada
$953K +$698K +14,655 New
Capital World Investors
157
Capital World Investors
California
$934K +$8.67K +182 +0.9%
Assenagon Asset Management
158
Assenagon Asset Management
Luxembourg
$903K +$72.3K +1,517 +9%
MGP
159
Metis Global Partners
California
$902K +$87.1K +1,828 +11%
WCM
160
Washington Capital Management
Washington
$898K
Truist Financial
161
Truist Financial
North Carolina
$883K -$33.9K -711 -4%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$880K -$24.7K -518 -3%
PAG
163
Private Advisor Group
New Jersey
$873K +$143 +3 +0%
US Bancorp
164
US Bancorp
Minnesota
$862K +$17.1K +359 +2%
MPPW
165
Mitchell & Pahl Private Wealth
Oklahoma
$838K +$37.3K +783 +5%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$829K -$3.9K -82 -0.5%
BCI
167
Brinker Capital Investments
Pennsylvania
$813K +$169K +3,547 +26%
MML Investors Services
168
MML Investors Services
Massachusetts
$800K +$181K +3,796 +29%
CFD
169
Creative Financial Designs
Indiana
$791K -$22.1K -463 -3%
ECM
170
ExodusPoint Capital Management
New York
$721K +$719K +15,100 New
RhumbLine Advisers
171
RhumbLine Advisers
Massachusetts
$707K -$18.7K -393 -3%
Barclays
172
Barclays
United Kingdom
$664K +$630K +13,222 +1,892%
SFA
173
Sequoia Financial Advisors
Ohio
$632K +$631K +13,246 New
JFL
174
Jarislowsky, Fraser Ltd
Quebec, Canada
$624K -$362K -7,600 -37%
Jane Street
175
Jane Street
New York
$592K -$2.55M -53,449 -81%

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.