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FirstService

304 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$792M)

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$47K
GKIM
252
GW&K Investment Management
Massachusetts
$47K
CH
253
Cromwell Holdings
Wyoming
$43.2K
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$36.5K
KAS
255
Kestra Advisory Services
Texas
$34.1K
SO
256
STRS Ohio
Ohio
$32.4K
HI
257
Harbour Investments
Wisconsin
$32.3K
TFIPS
258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.6K
CIAM
259
Caitong International Asset Management
Hong Kong
$26.9K
CIAS
260
CBIZ Investment Advisory Services
Ohio
$24.7K
Jones Financial Companies
261
Jones Financial Companies
Missouri
$22.4K
CWP
262
Clark Wealth Partners
Illinois
$19.8K
SAM
263
Smartleaf Asset Management
Massachusetts
$18.2K
VCM
264
Versant Capital Management
Arizona
$18K
FMP
265
Financial Management Professionals
Texas
$17.9K
OP
266
ORG Partners
Indiana
$17.9K
CPG
267
Cornerstone Planning Group
New Jersey
$17.2K
FHC
268
First Horizon Corporation
Tennessee
$17K
CA
269
Centerpoint Advisors
Massachusetts
$15K
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$13.5K
SWM
271
Spire Wealth Management
Virginia
$13.2K
Optiver Holding
272
Optiver Holding
Netherlands
$12.3K
SAG
273
SageView Advisory Group
California
$11.2K
TH
274
TCTC Holdings
Texas
$10.4K
HC
275
Hurley Capital
New York
$9.21K