296 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
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
$57M
Puts
$45.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
201
Natixis
France
$375K
BHPW
202
Beverly Hills Private Wealth
California
$368K
APWM
203
Argonautica Private Wealth Management
Massachusetts
$364K
BFS
204
Baskin Financial Services
Ontario, Canada
$356K
CS
205
Candriam SCA
Luxembourg
$323K
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$321K
ECM
207
Evergreen Capital Management
Washington
$317K
IC
208
IEQ Capital
California
$308K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$301K
SAM
210
Silvercrest Asset Management
New York
$295K
FRA
211
Frank Rimerman Advisors
California
$262K
William Blair & Company
212
William Blair & Company
Illinois
$260K
Citadel Advisors
213
Citadel Advisors
Florida
$259K
WFI
214
West Family Investments
California
$249K
CCFM
215
Clear Creek Financial Management
Washington
$248K
WCM
216
Weaver Capital Management
Georgia
$244K
BEI
217
Benjamin Edwards Inc
Missouri
$232K
VI
218
Versor Investments
New York
$224K
Millennium Management
219
Millennium Management
New York
$219K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$215K
Osaic Holdings
221
Osaic Holdings
Arizona
$205K
VWM
222
Verus Wealth Management
Wisconsin
$205K
AFG
223
Atomi Financial Group
New York
$203K
KWM
224
Kingsview Wealth Management
Oregon
$200K
WSFS
225
Wilmington Savings Fund Society
Delaware
$157K