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312 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 93

6% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$725M)

4% more funds holding

Funds holding: 299312 (+13)

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
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
130
Reduced
93
Closed
23
Calls
$70.2M
Puts
$96.6M
Net Calls
-$26.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$1.28M -$475K -9,651 -28%
Lazard Asset Management
152
Lazard Asset Management
New York
$1.23M +$1.19M +24,267 New
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$1.21M
BCI
154
Brinker Capital Investments
Pennsylvania
$1.21M +$331K +6,722 +39%
SC
155
Savant Capital
Illinois
$1.18M -$3.84K -78 -0.3%
TC
156
TwinBeech Capital
New York
$1.13M +$1.09M +22,254 New
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$1.12M +$178K +3,624 +20%
Man Group
158
Man Group
United Kingdom
$1.07M +$1.04M +21,122 New
WC
159
Westerkirk Capital
$1.07M -$222K -4,524 -18%
MHI
160
Miller Howard Investments
New York
$1.07M +$42.6K +867 +4%
KW
161
Keyvantage Wealth
Pennsylvania
$1.06M +$1.03K +21 +0.1%
Assenagon Asset Management
162
Assenagon Asset Management
Luxembourg
$1.05M +$86.7K +1,762 +9%
CP
163
Cumberland Partners
Ontario, Canada
$981K -$293K -5,950 -24%
MGP
164
Metis Global Partners
California
$979K +$20.2K +410 +2%
Ameriprise
165
Ameriprise
Minnesota
$977K +$360K +7,324 +80%
N
166
Natixis
France
$969K +$553K +11,241 +143%
WCM
167
Washington Capital Management
Washington
$955K
IMCOOI
168
Investment Management Corp of Ontario (IMCO)
Canada
$944K -$580K -11,800 -39%
MML Investors Services
169
MML Investors Services
Massachusetts
$933K +$80.2K +1,631 +10%
US Bancorp
170
US Bancorp
Minnesota
$932K +$14.8K +300 +2%
VA
171
Vident Advisory
Georgia
$923K +$374K +7,599 +72%
PAG
172
Private Advisor Group
New Jersey
$922K -$5.21K -106 -0.6%
AA
173
ALPS Advisors
Colorado
$901K +$422K +8,590 +94%
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$900K +$8.11K +165 +0.9%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$868K -$13.2K -269 -2%

FTS Hedge Fund Activity: Q3 2025 in Review

312 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2025, worth a combined $12.9B — up 5.9% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTS positions and 23 closed out — a net gain of 14 holders — while 130 added to existing stakes and 93 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $325M. The largest seller was Fidelity International, cutting an estimated $127M.

  • 312 institutional investors held Fortis (FTS) as of Q3 2025, up from 299 in Q2 2025.
  • Funds reported $12.9B of Fortis stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 37 funds opened new Fortis positions in Q3 2025 and 23 closed out, a net change of +14 holders.
  • The largest Fortis buyer in Q3 2025 was Royal Bank of Canada, an estimated $325M added.
  • The largest Fortis seller in Q3 2025 was Fidelity International, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2025.