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
SFA
176
Sequoia Financial Advisors
Ohio
$866K
AM
177
AGF Management
Ontario, Canada
$842K
Truist Financial
178
Truist Financial
North Carolina
$798K
Barclays
179
Barclays
United Kingdom
$794K
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$716K
VT
181
Vise Technologies
New York
$682K
JFL
182
Jarislowsky, Fraser Ltd
Quebec, Canada
$676K
EGM
183
Engineers Gate Manager
New York
$659K
Millennium Management
184
Millennium Management
New York
$609K
GIM
185
Glenmede Investment Management
Pennsylvania
$603K
UM
186
UniSuper Management
Australia
$600K
PP
187
PDT Partners
New York
$589K
Credit Agricole
188
Credit Agricole
France
$584K
BHCM
189
Brevan Howard Capital Management
Jersey
$579K
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$573K
SG
191
Sienna Gestion
France
$564K
CPCM
192
Cardinal Point Capital Management
Ontario, Canada
$561K
CCMIC
193
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$556K
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$548K
Cerity Partners
195
Cerity Partners
New York
$545K
TRCT
196
Tower Research Capital (TRC)
New York
$528K
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$516K
Squarepoint
198
Squarepoint
New York
$511K
Newport Trust Company
199
Newport Trust Company
District of Columbia
$494K
PP
200
Pacifica Partners
Canada
$480K