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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
GAM
251
Gotham Asset Management
New York
$202K
Assenagon Asset Management
252
Assenagon Asset Management
Luxembourg
$201K
PA
253
Parallel Advisors
California
$199K
US Bancorp
254
US Bancorp
Minnesota
$186K
SAM
255
Smartleaf Asset Management
Massachusetts
$163K
VLKIM
256
Van Lanschot Kempen Investment Management
Netherlands
$158K
ARMT
257
Amica Retiree Medical Trust
Rhode Island
$140K
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$121K
DZ Bank
259
DZ Bank
Germany
$105K
FHA
260
First Horizon Advisors
Tennessee
$99.2K
SNB
261
Security National Bank
Nebraska
$96.6K
PD
262
Point72 (DIFC)
United Arab Emirates
$87.2K
TC
263
Tacita Capital
Ontario, Canada
$82K
AAP
264
Arax Advisory Partners
Colorado
$79K
GIA
265
GHP Investment Advisors
Colorado
$73.4K
NS
266
NBC Securities
Alabama
$72K
CA
267
Clearstead Advisors
Ohio
$67.2K
EWA
268
EverSource Wealth Advisors
Alabama
$63.7K
N
269
Natixis
France
$56.9K
ACM
270
Accent Capital Management
Ohio
$55.8K
WSFS
271
Wilmington Savings Fund Society
Delaware
$50.8K
CH
272
Cromwell Holdings
Wyoming
$48.3K
GRP
273
Global Retirement Partners
California
$47.5K
TCOV
274
Trust Company of Vermont
Vermont
$44.5K
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$41.4K