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FirstService

294 hedge funds and large institutions have $4.43B invested in FirstService in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$903K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
251
Cromwell Holdings
Wyoming
$30.2K
FFM
252
Fullerton Fund Management
Singapore
$27.7K
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$27.2K
SO
254
STRS Ohio
Ohio
$26.9K
TFIPS
255
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.4K
ASN
256
Advisory Services Network
Georgia
$21.7K
HI
257
Harbour Investments
Wisconsin
$20.9K
CWP
258
Clark Wealth Partners
Illinois
$17.7K
CA
259
Centerpoint Advisors
Massachusetts
$17K
FHC
260
First Horizon Corporation
Tennessee
$16.8K
AF
261
Allworth Financial
California
$13.5K
CPG
262
Cornerstone Planning Group
New Jersey
$13.2K
ACM
263
Accent Capital Management
Ohio
$11.9K
SWM
264
Spire Wealth Management
Virginia
$11.8K
AA
265
Ancora Advisors
Ohio
$10.7K
BLC
266
Brown, Lisle/Cummings
Rhode Island
$8.34K
AGWCA
267
Annis Gardner Whiting Capital Advisors
Florida
$6.25K
AF
268
Advisornet Financial
Minnesota
$5.42K
BFS
269
Bare Financial Services
Pennsylvania
$4.03K
TPCW
270
TD Private Client Wealth
New York
$3.89K
MCM
271
MAI Capital Management
Ohio
$2.92K
RCM
272
Richardson Capital Management
Wisconsin
$2.36K
KG
273
Kilter Group
New York
$1.95K
IA
274
IFP Advisors
Florida
$1.81K
WA
275
WPG Advisers
Maryland
$1.67K