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FirstService

298 hedge funds and large institutions have $4.43B invested in FirstService in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,369% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $903K

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2.01% less ownership

Funds ownership: 71.14%69.13% (-2%)

3% less funds holding

Funds holding: 306298 (-8)

13% less capital invested

Capital invested by funds: $5.1B → $4.43B (-$672M)

Holders
298
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
42
Increased
117
Reduced
97
Closed
45
Calls
$13.3M
Puts
$903K
Net Calls
+$12.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
226
WorldQuant Millennium Advisors
New York
$216K +$237K +1,558 New
WF
227
WoodTrust Financial
Wisconsin
$215K +$236K +1,550 New
VCM
228
Versant Capital Management
Arizona
$209K +$212K +1,391 +1,199%
MML Investors Services
229
MML Investors Services
Massachusetts
$206K -$60.8K -399 -21%
PCS
230
Personal CFO Solutions
New Jersey
$201K -$23.8K -156 -10%
DZ Bank
231
DZ Bank
Germany
$196K -$91.7K -602 -30%
Royal London Asset Management
232
Royal London Asset Management
United Kingdom
$195K
MG
233
Mather Group
Illinois
$175K +$192K +1,261 New
NIM
234
Nexus Investment Management
Ontario, Canada
$139K
WC
235
Westerkirk Capital
$139K
Osaic Holdings
236
Osaic Holdings
Arizona
$119K +$52.8K +347 +68%
S
237
SignatureFD
Georgia
$104K -$58.6K -385 -34%
N
238
Natixis
France
$100K -$51.3K -337 -32%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$87.1K +$18.3K +120 +24%
AAP
240
Arax Advisory Partners
Colorado
$85.6K -$27.1K -178 -22%
PA
241
Parallel Advisors
California
$82.5K -$12.9K -85 -13%
Barclays
242
Barclays
United Kingdom
$78.1K +$7.46K +49 +10%
SNB
243
Security National Bank
Nebraska
$76.8K
TC
244
Tacita Capital
Ontario, Canada
$65.2K
GIA
245
GHP Investment Advisors
Colorado
$58.6K +$152 +1 +0.2%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$51.6K +$10.5K +69 +23%
LFG
247
Larson Financial Group
Missouri
$49.3K +$48.6K +319 +886%
GKIM
248
GW&K Investment Management
Massachusetts
$48K +$6.55K +43 +14%
EWA
249
EverSource Wealth Advisors
Alabama
$44.9K -$2.89K -19 -6%
UBS AM
250
UBS AM
Illinois
$43.8K +$40K +263 +506%