297 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, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
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
CF
201
Canoe Financial
Alberta, Canada
$376K
N
202
Natixis
France
$375K
BHPW
203
Beverly Hills Private Wealth
California
$368K
APWM
204
Argonautica Private Wealth Management
Massachusetts
$364K
BFS
205
Baskin Financial Services
Ontario, Canada
$356K
CS
206
Candriam SCA
Luxembourg
$323K
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$321K
ECM
208
Evergreen Capital Management
Washington
$317K
IC
209
IEQ Capital
California
$308K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$301K
SAM
211
Silvercrest Asset Management
New York
$295K
FRA
212
Frank Rimerman Advisors
California
$262K
William Blair & Company
213
William Blair & Company
Illinois
$260K
Citadel Advisors
214
Citadel Advisors
Florida
$259K
WFI
215
West Family Investments
California
$249K
CCFM
216
Clear Creek Financial Management
Washington
$248K
WCM
217
Weaver Capital Management
Georgia
$244K
BEI
218
Benjamin Edwards Inc
Missouri
$232K
VI
219
Versor Investments
New York
$224K
Millennium Management
220
Millennium Management
New York
$219K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$215K
Osaic Holdings
222
Osaic Holdings
Arizona
$206K
VWM
223
Verus Wealth Management
Wisconsin
$205K
AFG
224
Atomi Financial Group
New York
$203K
KWM
225
Kingsview Wealth Management
Oregon
$200K