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FirstService

298 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, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,369% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $903K

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2.01% less ownership

Funds ownership: 71.14%69.13% (-2%)

3% less funds holding

Funds holding: 306298 (-8)

13% less capital invested

Capital invested by funds: $5.1B → $4.43B (-$672M)

Holders
298
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
42
Increased
117
Reduced
97
Closed
45
Calls
$13.3M
Puts
$903K
Net Calls
+$12.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
276
Richardson Capital Management
Wisconsin
$2.36K +$2.59K +17 New
KG
277
Kilter Group
New York
$1.95K
IA
278
IFP Advisors
Florida
$1.81K
WA
279
WPG Advisers
Maryland
$1.67K -$914 -6 -33%
TWD
280
True Wealth Design
Ohio
$1.53K +$1.37K +9 +450%
Simplex Trading
281
Simplex Trading
Illinois
$1.53K -$136K -892 -99%
CFM
282
Cornerstone Financial Management
Massachusetts
$1.39K +$609 +4 +67%
GSEP
283
Golden State Equity Partners
California
$1.39K +$1.52K +10 New
SHIM
284
Stone House Investment Management
Pennsylvania
$1.39K +$1.52K +10 New
BTI
285
Blue Trust Inc
Georgia
$1.25K +$1.37K +9 New
AssetMark Inc
286
AssetMark Inc
California
$973 -$1.68K -11 -61%
BIA
287
Bell Investment Advisors
California
$973
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$973
PTC
289
Private Trust Company
Ohio
$973 +$1.07K +7 New
MCM
290
MV Capital Management
Maryland
$834 +$761 +5 +500%
CTC
291
Central Trust Company
Missouri
$834 +$914 +6 New
IPS
292
Investors Portfolio Services
Washington
$772 +$914 +6 New
MB
293
MidFirst Bank
Oklahoma
$695
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$695 +$609 +4 +400%
PUI
295
Purpose Unlimited Inc
$647 +$761 +5 New
GSWM
296
Golden State Wealth Management
California
$557
Optiver Holding
297
Optiver Holding
Netherlands
$417 -$11.6K -76 -96%
GFA
298
Godfrey Financial Associates
New York
$278
Norges Bank
299
Norges Bank
Norway
-$85.6M -550,405 Closed
T. Rowe Price Investment Management
300
T. Rowe Price Investment Management
Maryland
-$68.1M -437,940 Closed