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Fortis
FTS

Overview Fund Activity

292 hedge funds and large institutions have $11.5B invested in Fortis in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
118
Reduced
99
Closed
31
Calls
$60.7M
Puts
$21.3M
Net Calls
+$39.4M
Net Calls Change
+$3.62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$166M
2
Morgan Stanley
Morgan Stanley
New York
$174M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224M
4
Fidelity International
Fidelity International
Bermuda
$1.04B
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.8M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.06B
3
Bank of America
Bank of America
North Carolina
$72.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
176
XTX Topco
Cayman Islands
$552K -$185K -4,051 -25%
SG
177
Sienna Gestion
France
$540K – – –
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$539K +$539K +11,831 New
DZ Bank
179
DZ Bank
Germany
$513K -$11.3M -247,938 -96%
M&T Bank
180
M&T Bank
New York
$512K -$163K -3,577 -24%
Squarepoint
181
Squarepoint
New York
$486K +$486K +10,663 New
CCMIC
182
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$464K +$7.98K +175 +2%
PP
183
Pacifica Partners
Canada
$464K -$4.72K -100 -1%
Cerity Partners
184
Cerity Partners
New York
$451K +$55K +1,207 +14%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$451K -$50.1K -1,099 -10%
GC
186
Guggenheim Capital
Illinois
$448K -$362K -7,937 -45%
JSSH
187
J. Safra Sarasin Holding
$439K +$439K +9,635 New
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$432K -$15.9K -349 -4%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$423K -$11.1K -244 -3%
Newport Trust Company
190
Newport Trust Company
District of Columbia
$420K +$13.7K +301 +3%
CI
191
Cigna Investments
Connecticut
$420K +$14.6K +321 +4%
SG Americas Securities
192
SG Americas Securities
New York
$393K +$393K +8,621 New
LBA
193
Letko, Brosseau & Associates
Quebec, Canada
$387K – – –
BHPW
194
Beverly Hills Private Wealth
California
$382K -$2.33K -51 -0.6%
P
195
&Partners
Tennessee
$378K +$30.7K +677 +9%
CW
196
Code Waechter
Florida
$363K -$490K -10,743 -57%
HF
197
HRT Financial
New York
$363K +$363K +7,970 New
APWM
198
Argonautica Private Wealth Management
Massachusetts
$353K +$46K +1,009 +15%
BFS
199
Baskin Financial Services
Ontario, Canada
$342K +$342K +7,500 New
Wolverine Trading
200
Wolverine Trading
Illinois
$322K -$407K -8,991 -56%
6 7
8
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