308 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, 129 increasing their positions, 92 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)

0.31% less ownership

Funds ownership: 50.73%50.42% (-0.31%)

27% less call options, than puts

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

Holders
308
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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$454K
IIM
202
INTECH Investment Management
Florida
$438K
P
203
&Partners
Tennessee
$430K
VCM
204
Versant Capital Management
Arizona
$427K
IC
205
IEQ Capital
California
$416K
LBA
206
Letko, Brosseau & Associates
Quebec, Canada
$401K
APWM
207
Argonautica Private Wealth Management
Massachusetts
$401K
AC
208
AlphaCore Capital
California
$400K
CSS
209
Cubist Systematic Strategies
Connecticut
$399K
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$390K
BFS
211
Baskin Financial Services
Ontario, Canada
$388K
CF
212
Canoe Financial
Alberta, Canada
$386K
BHPW
213
Beverly Hills Private Wealth
California
$375K
VPIM
214
Vanguard Personalized Indexing Management
California
$372K
ECM
215
Evergreen Capital Management
Washington
$345K
CS
216
Candriam SCA
Luxembourg
$344K
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$342K
SC
218
Syon Capital
California
$333K
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$323K
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$320K
SAM
221
Silvercrest Asset Management
New York
$314K
HF
222
HRT Financial
New York
$291K
JAM
223
JCIC Asset Management
Ontario, Canada
$289K
Osaic Holdings
224
Osaic Holdings
Arizona
$289K
William Blair & Company
225
William Blair & Company
Illinois
$276K