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FirstService

312 hedge funds and large institutions have $4.96B invested in FirstService in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 24 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.02% less ownership

Funds ownership: 67.61%65.59% (-2%)

10% less capital invested

Capital invested by funds: $5.53B → $4.96B (-$570M)

91% less call options, than puts

Call options by funds: $17K | Put options by funds: $199K

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17K
Puts
$199K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
Lindenwold Advisors
Pennsylvania
$272K
DSC
227
Duncker Streett & Co
Missouri
$271K
PCS
228
Personal CFO Solutions
New Jersey
$265K
AWM
229
Apollon Wealth Management
South Carolina
$263K
SIG
230
Stonegate Investment Group
Alabama
$254K
MIM
231
Marco Investment Management
Georgia
$251K
GWM
232
Gitterman Wealth Management
New Jersey
$240K
US Bancorp
233
US Bancorp
Minnesota
$238K
ECM
234
Evergreen Capital Management
Washington
$230K
Osaic Holdings
235
Osaic Holdings
Arizona
$227K
BAM
236
Blueshift Asset Management
New Jersey
$226K
VCM
237
Versant Capital Management
Arizona
$215K
1C
238
111 Capital
France
$213K
Assenagon Asset Management
239
Assenagon Asset Management
Luxembourg
$212K
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$208K
S
241
SignatureFD
Georgia
$201K
Royal London Asset Management
242
Royal London Asset Management
United Kingdom
$200K
CAWM
243
Capital A Wealth Management
Pennsylvania
$200K
PA
244
Parallel Advisors
California
$192K
Credit Agricole
245
Credit Agricole
France
$185K
SAM
246
Smartleaf Asset Management
Massachusetts
$164K
ARMT
247
Amica Retiree Medical Trust
Rhode Island
$133K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$128K
SG Americas Securities
249
SG Americas Securities
New York
$126K
SOW
250
State of Wyoming
Wyoming
$103K