305 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 91 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: 50.72%50.4% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
305
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
BCI
151
Brinker Capital Investments
Pennsylvania
$1.21M
SC
152
Savant Capital
Illinois
$1.2M
TC
153
TwinBeech Capital
New York
$1.13M
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$1.12M
Man Group
155
Man Group
United Kingdom
$1.07M
WC
156
Westerkirk Capital
$1.07M
MHI
157
Miller Howard Investments
New York
$1.07M
KW
158
Keyvantage Wealth
Pennsylvania
$1.06M
Assenagon Asset Management
159
Assenagon Asset Management
Luxembourg
$1.05M
CP
160
Cumberland Partners
Ontario, Canada
$981K
MGP
161
Metis Global Partners
California
$979K
Ameriprise
162
Ameriprise
Minnesota
$977K
N
163
Natixis
France
$969K
WCM
164
Washington Capital Management
Washington
$955K
IMCOOI
165
Investment Management Corp of Ontario (IMCO)
Canada
$944K
MML Investors Services
166
MML Investors Services
Massachusetts
$933K
US Bancorp
167
US Bancorp
Minnesota
$932K
VA
168
Vident Advisory
Georgia
$923K
PAG
169
Private Advisor Group
New Jersey
$922K
AA
170
ALPS Advisors
Colorado
$901K
MPPW
171
Mitchell & Pahl Private Wealth
Oklahoma
$900K
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$868K
SFA
173
Sequoia Financial Advisors
Ohio
$866K
AM
174
AGF Management
Ontario, Canada
$842K
Truist Financial
175
Truist Financial
North Carolina
$798K