312 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 312312 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less call options, than puts

Call options by funds: $69M | Put options by funds: $108M

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69M
Puts
$108M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
201
Ignite Planners
California
$427K
SC
202
Syon Capital
California
$417K
Allianz Asset Management
203
Allianz Asset Management
Germany
$412K
LBA
204
Letko, Brosseau & Associates
Quebec, Canada
$411K
HF
205
HRT Financial
New York
$395K
CF
206
Canoe Financial
Alberta, Canada
$395K
BFS
207
Baskin Financial Services
Ontario, Canada
$387K
AC
208
AlphaCore Capital
California
$384K
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$356K
BHPW
210
Beverly Hills Private Wealth
California
$355K
JSSH
211
J. Safra Sarasin Holding
$353K
CS
212
Candriam SCA
Luxembourg
$353K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$334K
ECM
214
Evergreen Capital Management
Washington
$332K
Osaic Holdings
215
Osaic Holdings
Arizona
$331K
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$322K
VPIM
217
Vanguard Personalized Indexing Management
California
$322K
SAM
218
Silvercrest Asset Management
New York
$321K
JAM
219
JCIC Asset Management
Ontario, Canada
$311K
PE
220
PCM Encore
Colorado
$307K
LSWM
221
Lorne Steinberg Wealth Management
Canada
$301K
William Blair & Company
222
William Blair & Company
Illinois
$283K
AFG
223
Atomi Financial Group
New York
$273K
WFI
224
West Family Investments
California
$271K
BEI
225
Benjamin Edwards Inc
Missouri
$268K