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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
+$114M
2
Morgan Stanley
Morgan Stanley
New York
+$86.8M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$76.7M
4
Fidelity International
Fidelity International
Bermuda
+$66.1M
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
-$151M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$51.9M
3
Bank of America
Bank of America
North Carolina
-$50.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$317K +$80.5K +1,766 +34%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$313K -$299K -6,554 -49%
ECM
203
Evergreen Capital Management
Washington
$313K +$32.3K +708 +12%
AQR Capital Management
204
AQR Capital Management
Connecticut
$311K +$311K +6,864 New
VCM
205
Versant Capital Management
Arizona
$309K +$263K +5,765 +573%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$282K +$19.7K +433 +8%
SAM
207
Silvercrest Asset Management
New York
$282K – – –
CC
208
Callan Capital
California
$273K +$273K +6,000 New
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$272K -$8.3K -182 -3%
OCM
210
One Capital Management
California
$256K +$256K +5,618 New
YIH
211
Y-Intercept (HK)
Hong Kong
$254K +$254K +5,567 New
CCFM
212
Clear Creek Financial Management
Washington
$254K +$30.8K +676 +14%
TC
213
TownSquare Capital
Utah
$249K +$249K +5,465 New
William Blair & Company
214
William Blair & Company
Illinois
$248K – – –
JAM
215
JCIC Asset Management
Ontario, Canada
$245K +$13.2K +290 +6%
WCM
216
Weaver Capital Management
Georgia
$233K -$18.9K -414 -7%
IIM
217
INTECH Investment Management
Florida
$215K +$215K +4,730 New
VA
218
Vident Advisory
Georgia
$215K +$215K +4,724 New
BEI
219
Benjamin Edwards Inc
Missouri
$215K -$70.2K -1,540 -25%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$208K +$5.88K +129 +3%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$202K +$158K +3,465 +357%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$199K -$9.03K -198 -4%
WSFS
223
Wilmington Savings Fund Society
Delaware
$149K – – –
QCG
224
Quadrant Capital Group
Ohio
$145K -$50.9K -1,117 -26%
Osaic Holdings
225
Osaic Holdings
Arizona
$145K +$32K +701 +28%
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