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FirstService

318 hedge funds and large institutions have $5.88B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.63% more ownership

Funds ownership: 67.57%68.21% (+0.63%)

1% less funds holding

Funds holding: 320318 (-2)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362K
Puts
$438K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
276
First Horizon Corporation
Tennessee
$23.8K
FMP
277
Financial Management Professionals
Texas
$21.9K
OP
278
ORG Partners
Indiana
$21.9K
PS
279
Principal Securities
Iowa
$20.4K
CA
280
Clearstead Advisors
Ohio
$20.2K
CPG
281
Cornerstone Planning Group
New Jersey
$19.6K
CA
282
Centerpoint Advisors
Massachusetts
$19K
CIAM
283
Caitong International Asset Management
Hong Kong
$17.5K
BTI
284
Blue Trust Inc
Georgia
$16.4K
QCG
285
Quadrant Capital Group
Ohio
$13.9K
RWS
286
Retirement Wealth Solutions
Wisconsin
$13.7K
ASN
287
Advisory Services Network
Georgia
$13.2K
BI
288
Binnacle Investments
Iowa
$13K
TH
289
TCTC Holdings
Texas
$12.8K
HC
290
Hurley Capital
New York
$11.3K
AF
291
Allworth Financial
California
$10.3K
BLC
292
Brown, Lisle/Cummings
Rhode Island
$9.53K
CFG
293
Clayton Financial Group
Missouri
$8.95K
MG
294
Mather Group
Illinois
$8.95K
AssetMark Inc
295
AssetMark Inc
California
$8K
AF
296
Advisornet Financial
Minnesota
$6.67K
BBHC
297
Brown Brothers Harriman & Co
New York
$5.14K
DWM
298
Dogwood Wealth Management
Kansas
$4.58K
NA
299
NewEdge Advisors
Louisiana
$4.02K
GRP
300
Global Retirement Partners
California
$4K