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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
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
126
Reduced
103
Closed
24
Calls
$17K
Puts
$199K
Net Calls
-$182K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAM
276
Caitong International Asset Management
Hong Kong
$17.9K +$17.9K +108 New
WF
277
Wayfinding Financial
Washington
$17K +$17K +104 New
CA
278
Centerpoint Advisors
Massachusetts
$16K +$2.94K +18 +23%
CCM
279
Coldstream Capital Management
Washington
$12.9K +$12.9K +78 New
RWS
280
Retirement Wealth Solutions
Wisconsin
$12.8K +$12.8K +77 New
BIG
281
Brooklyn Investment Group
New York
$12.6K +$8.8K +53 +230%
EWA
282
EverSource Wealth Advisors
Alabama
$12.1K +$4.48K +27 +59%
QCG
283
Quadrant Capital Group
Ohio
$9.96K -$1.66K -10 -14%
HC
284
Hurley Capital
New York
$9.79K +$9.79K +59 New
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 +$4.49K +26 +137%
AF
288
Allworth Financial
California
$7.56K +$859 +5 +13%
LC
289
Lindbrook Capital
California
$6.31K +$5.97K +36 +1,800%
BI
290
Binnacle Investments
Iowa
$6.31K +$6.31K +38 New
IHWM
291
Iron Horse Wealth Management
Iowa
$6.14K
AF
292
Advisornet Financial
Minnesota
$5.81K
SO
293
Sierra Ocean
California
$4.98K -$2.32K -14 -32%
IA
294
IFP Advisors
Florida
$4.8K +$1.32K +8 +38%
WA
295
WPG Advisers
Maryland
$4.32K +$3.49K +21 +420%
NA
296
NewEdge Advisors
Louisiana
$3.49K
MEG
297
Millstone Evans Group
Colorado
$3.15K +$3.15K +19 New
AssetMark Inc
298
AssetMark Inc
California
$2.66K
DMIC
299
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.49K +$2.49K +15 New
JWA
300
JFS Wealth Advisors
Pennsylvania
$2.32K