305 hedge funds and large institutions have $12.9B invested in Fortis in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 91 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: 50.72%50.4% (-0.32%)

27% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $96.6M

Holders
305
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
IIM
201
INTECH Investment Management
Florida
$438K
P
202
&Partners
Tennessee
$430K
VCM
203
Versant Capital Management
Arizona
$427K
IC
204
IEQ Capital
California
$416K
LBA
205
Letko, Brosseau & Associates
Quebec, Canada
$401K
APWM
206
Argonautica Private Wealth Management
Massachusetts
$401K
AC
207
AlphaCore Capital
California
$400K
CSS
208
Cubist Systematic Strategies
Connecticut
$399K
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$390K
BFS
210
Baskin Financial Services
Ontario, Canada
$388K
CF
211
Canoe Financial
Alberta, Canada
$386K
BHPW
212
Beverly Hills Private Wealth
California
$375K
VPIM
213
Vanguard Personalized Indexing Management
California
$372K
ECM
214
Evergreen Capital Management
Washington
$345K
CS
215
Candriam SCA
Luxembourg
$344K
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$342K
SC
217
Syon Capital
California
$333K
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$323K
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$320K
SAM
220
Silvercrest Asset Management
New York
$314K
HF
221
HRT Financial
New York
$291K
JAM
222
JCIC Asset Management
Ontario, Canada
$289K
Osaic Holdings
223
Osaic Holdings
Arizona
$289K
William Blair & Company
224
William Blair & Company
Illinois
$276K
WFI
225
West Family Investments
California
$276K