311 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 93 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: 50.8%50.48% (-0.32%)

27% less call options, than puts

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

Holders
311
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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$1.28M
Lazard Asset Management
152
Lazard Asset Management
New York
$1.23M
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$1.21M
BCI
154
Brinker Capital Investments
Pennsylvania
$1.21M
SC
155
Savant Capital
Illinois
$1.2M
TC
156
TwinBeech Capital
New York
$1.13M
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$1.12M
Man Group
158
Man Group
United Kingdom
$1.07M
WC
159
Westerkirk Capital
$1.07M
MHI
160
Miller Howard Investments
New York
$1.07M
KW
161
Keyvantage Wealth
Pennsylvania
$1.06M
Assenagon Asset Management
162
Assenagon Asset Management
Luxembourg
$1.05M
CP
163
Cumberland Partners
Ontario, Canada
$981K
MGP
164
Metis Global Partners
California
$979K
Ameriprise
165
Ameriprise
Minnesota
$977K
N
166
Natixis
France
$969K
WCM
167
Washington Capital Management
Washington
$955K
IMCOOI
168
Investment Management Corp of Ontario (IMCO)
Canada
$944K
MML Investors Services
169
MML Investors Services
Massachusetts
$933K
US Bancorp
170
US Bancorp
Minnesota
$932K
VA
171
Vident Advisory
Georgia
$923K
PAG
172
Private Advisor Group
New Jersey
$922K
AA
173
ALPS Advisors
Colorado
$901K
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$900K
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$868K