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FirstService

319 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, 115 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:

0.64% more ownership

Funds ownership: 67.57%68.21% (+0.64%)

0% less funds holding

Funds holding: 320319 (-1)

17% less call options, than puts

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

Holders
319
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
CIAS
276
CBIZ Investment Advisory Services
Ohio
$25.6K
FHC
277
First Horizon Corporation
Tennessee
$23.8K
FMP
278
Financial Management Professionals
Texas
$21.9K
OP
279
ORG Partners
Indiana
$21.9K
PS
280
Principal Securities
Iowa
$20.4K
CA
281
Clearstead Advisors
Ohio
$20.2K
CPG
282
Cornerstone Planning Group
New Jersey
$19.6K
CA
283
Centerpoint Advisors
Massachusetts
$19K
CIAM
284
Caitong International Asset Management
Hong Kong
$17.5K
BTI
285
Blue Trust Inc
Georgia
$16.4K
QCG
286
Quadrant Capital Group
Ohio
$13.9K
RWS
287
Retirement Wealth Solutions
Wisconsin
$13.7K
ASN
288
Advisory Services Network
Georgia
$13.2K
BI
289
Binnacle Investments
Iowa
$13K
TH
290
TCTC Holdings
Texas
$12.8K
HC
291
Hurley Capital
New York
$11.3K
AF
292
Allworth Financial
California
$10.3K
BLC
293
Brown, Lisle/Cummings
Rhode Island
$9.53K
CFG
294
Clayton Financial Group
Missouri
$8.95K
MG
295
Mather Group
Illinois
$8.95K
AssetMark Inc
296
AssetMark Inc
California
$8K
AF
297
Advisornet Financial
Minnesota
$6.67K
BBHC
298
Brown Brothers Harriman & Co
New York
$5.14K
DWM
299
Dogwood Wealth Management
Kansas
$4.58K
NA
300
NewEdge Advisors
Louisiana
$4.02K