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FirstService

319 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 28 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.59%67.56% (+2%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
319
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$36.3K
GWM
277
Geneos Wealth Management
Colorado
$35.4K
TFIPS
278
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33K
FMP
279
Financial Management Professionals
Texas
$26.6K
CIAS
280
CBIZ Investment Advisory Services
Ohio
$23.8K
GKIM
281
GW&K Investment Management
Massachusetts
$23K
PS
282
Principal Securities
Iowa
$22.4K
WT
283
Whittier Trust
California
$20.1K
OP
284
ORG Partners
Indiana
$20.1K
PFBT
285
Parkside Financial Bank & Trust
Missouri
$18.3K
SWM
286
Spire Wealth Management
Virginia
$17.5K
CA
287
Centerpoint Advisors
Massachusetts
$17K
BTI
288
Blue Trust Inc
Georgia
$15K
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$14.8K
RWS
290
Retirement Wealth Solutions
Wisconsin
$13.4K
Simplex Trading
291
Simplex Trading
Illinois
$13K
TH
292
TCTC Holdings
Texas
$11.7K
BI
293
Binnacle Investments
Iowa
$10.7K
HC
294
Hurley Capital
New York
$10.3K
BLC
295
Brown, Lisle/Cummings
Rhode Island
$8.73K
AF
296
Allworth Financial
California
$8.03K
BIG
297
Brooklyn Investment Group
New York
$6.99K
NC
298
NewSquare Capital
Pennsylvania
$6.99K
PP
299
Pacifica Partners
Canada
$6.73K
IHWM
300
Iron Horse Wealth Management
Iowa
$6.46K