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FirstService

321 hedge funds and large institutions have $5.89B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 117 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.63% more ownership

Funds ownership: 67.63%68.26% (+0.63%)

0% less funds holding

Funds holding: 322321 (-1)

17% less call options, than puts

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

Holders
321
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
JWM
276
JPL Wealth Management
Colorado
$26.5K
CIAS
277
CBIZ Investment Advisory Services
Ohio
$25.6K
FHC
278
First Horizon Corporation
Tennessee
$23.8K
FMP
279
Financial Management Professionals
Texas
$21.9K
OP
280
ORG Partners
Indiana
$21.9K
PS
281
Principal Securities
Iowa
$20.4K
CA
282
Clearstead Advisors
Ohio
$20.2K
CWP
283
Clark Wealth Partners
Illinois
$19.8K
CPG
284
Cornerstone Planning Group
New Jersey
$19.6K
CA
285
Centerpoint Advisors
Massachusetts
$19K
CIAM
286
Caitong International Asset Management
Hong Kong
$17.5K
BTI
287
Blue Trust Inc
Georgia
$16.4K
QCG
288
Quadrant Capital Group
Ohio
$13.9K
RWS
289
Retirement Wealth Solutions
Wisconsin
$13.7K
ASN
290
Advisory Services Network
Georgia
$13.2K
BI
291
Binnacle Investments
Iowa
$13K
TH
292
TCTC Holdings
Texas
$12.8K
HC
293
Hurley Capital
New York
$11.3K
AF
294
Allworth Financial
California
$10.3K
BLC
295
Brown, Lisle/Cummings
Rhode Island
$9.53K
CFG
296
Clayton Financial Group
Missouri
$8.95K
MG
297
Mather Group
Illinois
$8.95K
AssetMark Inc
298
AssetMark Inc
California
$8K
AF
299
Advisornet Financial
Minnesota
$6.67K
BBHC
300
Brown Brothers Harriman & Co
New York
$5.14K