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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
N
251
Natixis
France
$93.8K
FHA
252
First Horizon Advisors
Tennessee
$91.8K
SNB
253
Security National Bank
Nebraska
$91.8K
SW
254
SVB Wealth
Massachusetts
$90.3K
SWM
255
Spire Wealth Management
Virginia
$90.1K
AAP
256
Arax Advisory Partners
Colorado
$85.5K
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$80K
CA
258
Clearstead Advisors
Ohio
$71.9K
FMP
259
Financial Management Professionals
Texas
$70.9K
GIA
260
GHP Investment Advisors
Colorado
$69.7K
ACM
261
Accent Capital Management
Ohio
$53K
GWM
262
Geneos Wealth Management
Colorado
$50K
WSFS
263
Wilmington Savings Fund Society
Delaware
$48.3K
TC
264
Tacita Capital
Ontario, Canada
$48.1K
CH
265
Cromwell Holdings
Wyoming
$45.8K
TCOV
266
Trust Company of Vermont
Vermont
$42.3K
SO
267
STRS Ohio
Ohio
$37.8K
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
TH
271
TCTC Holdings
Texas
$28.4K
PS
272
Principal Securities
Iowa
$22.8K
CIAS
273
CBIZ Investment Advisory Services
Ohio
$22.5K
GKIM
274
GW&K Investment Management
Massachusetts
$22K
WT
275
Whittier Trust
California
$19.1K