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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
VLKIM
251
Van Lanschot Kempen Investment Management
Netherlands
$52.3K
ACM
252
Accent Capital Management
Ohio
$49.7K
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$47K +$20.8K +128 +74%
GKIM
254
GW&K Investment Management
Massachusetts
$47K +$21.3K +131 +77%
CH
255
Cromwell Holdings
Wyoming
$43.2K -$163 -1 -0.4%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$36.5K +$488 +3 +1%
KAS
257
Kestra Advisory Services
Texas
$34.1K +$35.6K +219 New
SO
258
STRS Ohio
Ohio
$32.4K -$1.95K -12 -5%
HI
259
Harbour Investments
Wisconsin
$32.3K
TFIPS
260
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.6K
CIAS
261
CBIZ Investment Advisory Services
Ohio
$24.7K +$3.9K +24 +18%
Jones Financial Companies
262
Jones Financial Companies
Missouri
$22.4K +$23.3K +143 +14,300%
CWP
263
Clark Wealth Partners
Illinois
$19.8K
SAM
264
Smartleaf Asset Management
Massachusetts
$18.2K -$80.5K -495 -81%
VCM
265
Versant Capital Management
Arizona
$18K -$170K -1,046 -90%
FMP
266
Financial Management Professionals
Texas
$17.9K
OP
267
ORG Partners
Indiana
$17.9K
CPG
268
Cornerstone Planning Group
New Jersey
$17.2K -$2.6K -16 -13%
FHC
269
First Horizon Corporation
Tennessee
$17K -$2.6K -16 -13%
CA
270
Centerpoint Advisors
Massachusetts
$15K
PWPS
271
Pinnacle Wealth Planning Services
Ohio
$13.5K +$14.2K +87 New
SWM
272
Spire Wealth Management
Virginia
$13.2K -$51.3K -315 -79%
BWA
273
Basecamp Wealth Advisors
Washington
$12.3K +$12.9K +79 New
Optiver Holding
274
Optiver Holding
Netherlands
$12.3K +$12.9K +79 New
SAG
275
SageView Advisory Group
California
$11.2K +$11.7K +72 New