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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
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
126
Reduced
103
Closed
24
Calls
$17K
Puts
$199K
Net Calls
-$182K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Shares
Change %
N
251
Natixis
France
$93.8K +$10.5K +64 +13%
FHA
252
First Horizon Advisors
Tennessee
$91.8K
SNB
253
Security National Bank
Nebraska
$91.8K
SW
254
SVB Wealth
Massachusetts
$90.3K +$90.3K +544 New
SWM
255
Spire Wealth Management
Virginia
$90.1K +$30.9K +186 +52%
AAP
256
Arax Advisory Partners
Colorado
$85.5K +$54.8K +330 +178%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$80K +$80K +481 New
CA
258
Clearstead Advisors
Ohio
$71.9K -$5.81K -35 -7%
FMP
259
Financial Management Professionals
Texas
$70.9K -$5.81K -35 -8%
GIA
260
GHP Investment Advisors
Colorado
$69.7K +$166 +1 +0.2%
ACM
261
Accent Capital Management
Ohio
$53K
GWM
262
Geneos Wealth Management
Colorado
$50K +$39.1K +97 +359%
WSFS
263
Wilmington Savings Fund Society
Delaware
$48.3K
TC
264
Tacita Capital
Ontario, Canada
$48.1K
CH
265
Cromwell Holdings
Wyoming
$45.8K +$1.99K +12 +5%
TCOV
266
Trust Company of Vermont
Vermont
$42.3K
SO
267
STRS Ohio
Ohio
$37.8K +$37.8K +228 New
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$34.8K
HI
269
Harbour Investments
Wisconsin
$34.5K
TFIPS
270
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.6K -$1.66K -10 -5%
TH
271
TCTC Holdings
Texas
$28.4K +$17.3K +104 +155%
PS
272
Principal Securities
Iowa
$22.8K
CIAS
273
CBIZ Investment Advisory Services
Ohio
$22.5K -$166 -1 -0.7%
GKIM
274
GW&K Investment Management
Massachusetts
$22K +$22K +133 New
WT
275
Whittier Trust
California
$19.1K