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FirstService

294 hedge funds and large institutions have $4.43B invested in FirstService in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$903K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
276
True Wealth Design
Ohio
$1.53K
Simplex Trading
277
Simplex Trading
Illinois
$1.53K
CFM
278
Cornerstone Financial Management
Massachusetts
$1.39K
GSEP
279
Golden State Equity Partners
California
$1.39K
SHIM
280
Stone House Investment Management
Pennsylvania
$1.39K
BTI
281
Blue Trust Inc
Georgia
$1.25K
AssetMark Inc
282
AssetMark Inc
California
$973
BIA
283
Bell Investment Advisors
California
$973
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$973
PTC
285
Private Trust Company
Ohio
$973
MCM
286
MV Capital Management
Maryland
$834
CTC
287
Central Trust Company
Missouri
$834
IPS
288
Investors Portfolio Services
Washington
$772
MB
289
MidFirst Bank
Oklahoma
$695
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$695
PUI
291
Purpose Unlimited Inc
$647
GSWM
292
Golden State Wealth Management
California
$557
Optiver Holding
293
Optiver Holding
Netherlands
$417
GFA
294
Godfrey Financial Associates
New York
$278
Norges Bank
295
Norges Bank
Norway
T. Rowe Price Investment Management
296
T. Rowe Price Investment Management
Maryland
DCP
297
Durable Capital Partners
Maryland
T. Rowe Price Associates
298
T. Rowe Price Associates
Maryland
Skandinaviska Enskilda Banken (SEB)
299
Skandinaviska Enskilda Banken (SEB)
Sweden
Connor, Clark & Lunn Investment Management (CC&L)
300
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada