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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
CIAM
276
Caitong International Asset Management
Hong Kong
$17.9K
WF
277
Wayfinding Financial
Washington
$17K
CA
278
Centerpoint Advisors
Massachusetts
$16K
CCM
279
Coldstream Capital Management
Washington
$12.9K
RWS
280
Retirement Wealth Solutions
Wisconsin
$12.8K
BIG
281
Brooklyn Investment Group
New York
$12.6K
EWA
282
EverSource Wealth Advisors
Alabama
$12.1K
QCG
283
Quadrant Capital Group
Ohio
$9.96K
HC
284
Hurley Capital
New York
$9.79K
BLC
285
Brown, Lisle/Cummings
Rhode Island
$8.3K
MG
286
Mather Group
Illinois
$7.97K
CPG
287
Cornerstone Planning Group
New Jersey
$7.77K
AF
288
Allworth Financial
California
$7.56K
LC
289
Lindbrook Capital
California
$6.31K
BI
290
Binnacle Investments
Iowa
$6.31K
IHWM
291
Iron Horse Wealth Management
Iowa
$6.14K
AF
292
Advisornet Financial
Minnesota
$5.81K
SO
293
Sierra Ocean
California
$4.98K
IA
294
IFP Advisors
Florida
$4.79K
WA
295
WPG Advisers
Maryland
$4.32K
NA
296
NewEdge Advisors
Louisiana
$3.49K
MEG
297
Millstone Evans Group
Colorado
$3.15K
AssetMark Inc
298
AssetMark Inc
California
$2.65K
DMIC
299
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.49K
JWA
300
JFS Wealth Advisors
Pennsylvania
$2.32K