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FirstService

319 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, 121 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: 65.59%67.56% (+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
319
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
AF
301
Advisornet Financial
Minnesota
$6.11K
CPG
302
Cornerstone Planning Group
New Jersey
$5.92K
SO
303
Sierra Ocean
California
$5.24K
AssetMark Inc
304
AssetMark Inc
California
$5.06K
DWM
305
Dogwood Wealth Management
Kansas
$4.25K
NA
306
NewEdge Advisors
Louisiana
$3.68K
WA
307
WPG Advisers
Maryland
$3.14K
SS
308
SBI Securities
Japan
$3.14K
TPCW
309
TD Private Client Wealth
New York
$3.14K
JWA
310
JFS Wealth Advisors
Pennsylvania
$2.44K
NFSG
311
Newbridge Financial Services Group
Florida
$2.44K
IA
312
IFP Advisors
Florida
$2.27K
LFG
313
Larson Financial Group
Missouri
$2.1K
BIA
314
Bell Investment Advisors
California
$1.75K
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.22K
BFS
316
Bare Financial Services
Pennsylvania
$698
TPWA
317
Twin Peaks Wealth Advisors
California
$586
TWD
318
True Wealth Design
Ohio
$524
Jones Financial Companies
319
Jones Financial Companies
Missouri
$173
Focus Partners Wealth
320
Focus Partners Wealth
Massachusetts
AIMCA
321
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
TPM
322
Triasima Portfolio Management
Quebec, Canada
Two Sigma Advisers
323
Two Sigma Advisers
New York
PIM
324
Plato Investment Management
Australia
ACM
325
Aquatic Capital Management
Illinois