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FirstService

320 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 108 reducing their positions, and 28 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:

1.97% more ownership

Funds ownership: 65.6%67.57% (+2%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
320
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
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$309K
Osaic Holdings
227
Osaic Holdings
Arizona
$307K
DSC
228
Duncker Streett & Co
Missouri
$285K
PCS
229
Personal CFO Solutions
New Jersey
$281K
SIG
230
Stonegate Investment Group
Alabama
$280K
LA
231
Lindenwold Advisors
Pennsylvania
$279K
AWM
232
Apollon Wealth Management
South Carolina
$266K
MIM
233
Marco Investment Management
Georgia
$264K
Jennison Associates
234
Jennison Associates
New York
$258K
SGI
235
Summit Global Investments
Utah
$258K
ECM
236
Evergreen Capital Management
Washington
$256K
GWM
237
Gitterman Wealth Management
New Jersey
$254K
PAG
238
Private Advisor Group
New Jersey
$249K
HNB
239
Hilltop National Bank
Wyoming
$245K
S
240
SignatureFD
Georgia
$241K
DC
241
Davenport & Co
Virginia
$237K
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$235K
PWG
243
Portside Wealth Group
Utah
$231K
VCM
244
Versant Capital Management
Arizona
$226K
BEI
245
Benjamin Edwards Inc
Missouri
$224K
MGP
246
Metis Global Partners
California
$223K
PFG
247
PAX Financial Group
Texas
$222K
FFO
248
Fiduciary Family Office
Florida
$222K
HR
249
Hardy Reed
Mississippi
$216K
Royal London Asset Management
250
Royal London Asset Management
United Kingdom
$211K