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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$388K -$10.7K -224 -3%
VCM
202
Versant Capital Management
Arizona
$386K +$62.9K +1,321 +20%
CF
203
Canoe Financial
Alberta, Canada
$376K +$374K +7,863 New
N
204
Natixis
France
$375K -$469K -9,855 -56%
BHPW
205
Beverly Hills Private Wealth
California
$368K -$31.6K -663 -8%
APWM
206
Argonautica Private Wealth Management
Massachusetts
$364K -$5.53K -116 -1%
BFS
207
Baskin Financial Services
Ontario, Canada
$356K -$1.72K -36 -0.5%
CS
208
Candriam SCA
Luxembourg
$323K +$323K +6,773 New
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$321K +$36.5K +767 +13%
ECM
210
Evergreen Capital Management
Washington
$317K -$10.7K -225 -3%
IC
211
IEQ Capital
California
$308K +$307K +6,456 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$301K +$5.33K +112 +2%
SAM
213
Silvercrest Asset Management
New York
$295K
FRA
214
Frank Rimerman Advisors
California
$262K +$262K +5,493 New
William Blair & Company
215
William Blair & Company
Illinois
$260K
Citadel Advisors
216
Citadel Advisors
Florida
$259K -$1.35M -28,308 -84%
WFI
217
West Family Investments
California
$249K +$249K +5,219 New
CCFM
218
Clear Creek Financial Management
Washington
$248K -$17.3K -363 -7%
WCM
219
Weaver Capital Management
Georgia
$244K -$476 -10 -0.2%
BEI
220
Benjamin Edwards Inc
Missouri
$232K +$6.95K +146 +3%
VI
221
Versor Investments
New York
$224K -$721K -15,148 -76%
Millennium Management
222
Millennium Management
New York
$219K +$218K +4,585 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$215K +$6.33K +133 +3%
Osaic Holdings
224
Osaic Holdings
Arizona
$206K +$53.9K +1,131 +36%
VWM
225
Verus Wealth Management
Wisconsin
$205K +$204K +4,293 New

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.