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FirstService

306 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2.88% more ownership

Funds ownership: 68.26%71.14% (+2.9%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

5% less funds holding

Funds holding: 321306 (-15)

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$787M)

14% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 113

Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
47
Increased
97
Reduced
113
Closed
51
Calls
$15.3M
Puts
$5M
Net Calls
+$10.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
276
TCTC Holdings
Texas
$10.4K
HC
277
Hurley Capital
New York
$9.21K
UBS AM
278
UBS AM
Illinois
$8.09K +$8.46K +52 New
BLC
279
Brown, Lisle/Cummings
Rhode Island
$7.78K
AGWCA
280
Annis Gardner Whiting Capital Advisors
Florida
$7K +$7.32K +45 New
AF
281
Advisornet Financial
Minnesota
$6.07K +$651 +4 +11%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$5.91K +$5.04K +31 +443%
LFG
283
Larson Financial Group
Missouri
$5.6K +$4.07K +25 +227%
TPCW
284
TD Private Client Wealth
New York
$3.42K +$651 +4 +22%
FHA
285
Flagship Harbor Advisors
Massachusetts
$3.11K +$3.25K +20 New
AssetMark Inc
286
AssetMark Inc
California
$2.8K -$3.9K -24 -57%
WA
287
WPG Advisers
Maryland
$2.8K
NSIM
288
North Star Investment Management
Illinois
$2.64K +$2.77K +17 New
JWA
289
JFS Wealth Advisors
Pennsylvania
$2.18K
KG
290
Kilter Group
New York
$2.18K +$2.28K +14 New
NFSG
291
Newbridge Financial Services Group
Florida
$2.18K
IA
292
IFP Advisors
Florida
$2.02K
BIA
293
Bell Investment Advisors
California
$1.09K -$488 -3 -30%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$1.09K
RWS
295
Retirement Wealth Solutions
Wisconsin
$934 -$10.7K -66 -92%
CFM
296
Cornerstone Financial Management
Massachusetts
$933 +$976 +6 New
MB
297
MidFirst Bank
Oklahoma
$778 +$813 +5 New
QCG
298
Quadrant Capital Group
Ohio
$623 -$11.2K -69 -95%
GSWM
299
Golden State Wealth Management
California
$623
BFS
300
Bare Financial Services
Pennsylvania
$622