308 hedge funds and large institutions have $13.5B invested in Fortis in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 131 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:

1% less funds holding

Funds holding: 311308 (-3)

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
308
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
Allianz Asset Management
201
Allianz Asset Management
Germany
$412K
LBA
202
Letko, Brosseau & Associates
Quebec, Canada
$411K
HF
203
HRT Financial
New York
$395K
CF
204
Canoe Financial
Alberta, Canada
$395K
BFS
205
Baskin Financial Services
Ontario, Canada
$387K
AC
206
AlphaCore Capital
California
$384K
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$356K
BHPW
208
Beverly Hills Private Wealth
California
$355K
JSSH
209
J. Safra Sarasin Holding
$353K
CS
210
Candriam SCA
Luxembourg
$353K
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$334K
ECM
212
Evergreen Capital Management
Washington
$332K
Osaic Holdings
213
Osaic Holdings
Arizona
$331K
Capstone Investment Advisors
214
Capstone Investment Advisors
New York
$322K
VPIM
215
Vanguard Personalized Indexing Management
California
$322K
SAM
216
Silvercrest Asset Management
New York
$321K
JAM
217
JCIC Asset Management
Ontario, Canada
$311K
PE
218
PCM Encore
Colorado
$307K
LSWM
219
Lorne Steinberg Wealth Management
Canada
$301K
William Blair & Company
220
William Blair & Company
Illinois
$283K
AFG
221
Atomi Financial Group
New York
$273K
WFI
222
West Family Investments
California
$271K
BEI
223
Benjamin Edwards Inc
Missouri
$268K
ASN
224
Advisory Services Network
Georgia
$260K
KWM
225
Kingsview Wealth Management
Oregon
$257K