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FirstService

304 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$792M)

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
276
UBS AM
Illinois
$8.09K
BLC
277
Brown, Lisle/Cummings
Rhode Island
$7.78K
AGWCA
278
Annis Gardner Whiting Capital Advisors
Florida
$7K
AF
279
Advisornet Financial
Minnesota
$6.07K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$5.91K
LFG
281
Larson Financial Group
Missouri
$5.6K
TPCW
282
TD Private Client Wealth
New York
$3.42K
FHA
283
Flagship Harbor Advisors
Massachusetts
$3.11K
AssetMark Inc
284
AssetMark Inc
California
$2.8K
WA
285
WPG Advisers
Maryland
$2.8K
NSIM
286
North Star Investment Management
Illinois
$2.64K
JWA
287
JFS Wealth Advisors
Pennsylvania
$2.18K
KG
288
Kilter Group
New York
$2.18K
NFSG
289
Newbridge Financial Services Group
Florida
$2.18K
IA
290
IFP Advisors
Florida
$2.02K
BIA
291
Bell Investment Advisors
California
$1.09K
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$1.09K
RWS
293
Retirement Wealth Solutions
Wisconsin
$934
CFM
294
Cornerstone Financial Management
Massachusetts
$933
MB
295
MidFirst Bank
Oklahoma
$778
QCG
296
Quadrant Capital Group
Ohio
$623
GSWM
297
Golden State Wealth Management
California
$623
BFS
298
Bare Financial Services
Pennsylvania
$622
PWA
299
Physician Wealth Advisors
Utah
$467
TWD
300
True Wealth Design
Ohio
$312