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FirstService

320 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.6%67.57% (+2%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
301
Iron Horse Wealth Management
Iowa
$6.46K
AF
302
Advisornet Financial
Minnesota
$6.11K
CPG
303
Cornerstone Planning Group
New Jersey
$5.92K
SO
304
Sierra Ocean
California
$5.24K
AssetMark Inc
305
AssetMark Inc
California
$5.06K
DWM
306
Dogwood Wealth Management
Kansas
$4.25K
NA
307
NewEdge Advisors
Louisiana
$3.68K
WA
308
WPG Advisers
Maryland
$3.14K
SS
309
SBI Securities
Japan
$3.14K
TPCW
310
TD Private Client Wealth
New York
$3.14K
JWA
311
JFS Wealth Advisors
Pennsylvania
$2.44K
NFSG
312
Newbridge Financial Services Group
Florida
$2.44K
IA
313
IFP Advisors
Florida
$2.27K
LFG
314
Larson Financial Group
Missouri
$2.1K
BIA
315
Bell Investment Advisors
California
$1.75K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1.22K
BFS
317
Bare Financial Services
Pennsylvania
$698
TPWA
318
Twin Peaks Wealth Advisors
California
$586
TWD
319
True Wealth Design
Ohio
$524
Jones Financial Companies
320
Jones Financial Companies
Missouri
$173
Focus Partners Wealth
321
Focus Partners Wealth
Massachusetts
AIMCA
322
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
TPM
323
Triasima Portfolio Management
Quebec, Canada
Two Sigma Advisers
324
Two Sigma Advisers
New York
PIM
325
Plato Investment Management
Australia