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FirstService

306 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2.88% more ownership

Funds ownership: 68.26%71.14% (+2.9%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

5% less funds holding

Funds holding: 321306 (-15)

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$787M)

14% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 113

Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
47
Increased
97
Reduced
113
Closed
51
Calls
$15.3M
Puts
$5M
Net Calls
+$10.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Prelude Capital Management
New York
$228K +$238K +1,465 New
CIA
227
Concurrent Investment Advisors
Florida
$221K +$231K +1,419 New
Royal London Asset Management
228
Royal London Asset Management
United Kingdom
$218K +$31.4K +193 +16%
MIM
229
Marco Investment Management
Georgia
$217K
CF
230
Centaurus Financial
California
$216K
AWM
231
Apollon Wealth Management
South Carolina
$214K -$23.3K -143 -9%
HNB
232
Hilltop National Bank
Wyoming
$209K
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$178K +$136K +834 New
S
234
SignatureFD
Georgia
$176K -$56.3K -346 -23%
N
235
Natixis
France
$165K +$163 +1 +0.1%
WC
236
Westerkirk Capital
$156K -$195K -1,200 -55%
NIM
237
Nexus Investment Management
Ontario, Canada
$156K
TRCT
238
Tower Research Capital (TRC)
New York
$144K -$49.5K -304 -25%
Simplex Trading
239
Simplex Trading
Illinois
$140K +$147K +903 New
CIAM
240
Caitong International Asset Management
Hong Kong
$128K +$119K +733 +797%
AAP
241
Arax Advisory Partners
Colorado
$125K -$46.7K -287 -26%
PA
242
Parallel Advisors
California
$106K -$67.7K -416 -38%
SNB
243
Security National Bank
Nebraska
$86K
Barclays
244
Barclays
United Kingdom
$79.8K -$7.18M -44,134 -99%
Osaic Holdings
245
Osaic Holdings
Arizona
$79.6K -$29.9K -184 -26%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$78.9K -$20K -123 -20%
TC
247
Tacita Capital
Ontario, Canada
$73.1K
TCOV
248
Trust Company of Vermont
Vermont
$67.7K
GIA
249
GHP Investment Advisors
Colorado
$65.6K
EWA
250
EverSource Wealth Advisors
Alabama
$53.2K -$5.86K -36 -10%