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FirstService

318 hedge funds and large institutions have $5.88B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.63% more ownership

Funds ownership: 67.57%68.21% (+0.63%)

1% less funds holding

Funds holding: 320318 (-2)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362K
Puts
$438K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$3.43K
SS
302
SBI Securities
Japan
$3.43K
WA
303
WPG Advisers
Maryland
$3.43K
TWD
304
True Wealth Design
Ohio
$3.05K
NFSG
305
Newbridge Financial Services Group
Florida
$2.67K
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.67K
IA
307
IFP Advisors
Florida
$2.48K
LFG
308
Larson Financial Group
Missouri
$2.1K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$1.91K
BIA
310
Bell Investment Advisors
California
$1.91K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$1.33K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$1.33K
Q1WB
313
Quest 10 Wealth Builders
Virginia
$1.33K
BFS
314
Bare Financial Services
Pennsylvania
$762
GSWM
315
Golden State Wealth Management
California
$762
CFD
316
Creative Financial Designs
Indiana
$381
WANY
317
Wealthspire Advisors (New York)
New York
$191
Jones Financial Companies
318
Jones Financial Companies
Missouri
$190
Norges Bank
319
Norges Bank
Norway
UBS AM
320
UBS AM
Illinois
SIG
321
Sargent Investment Group
Maryland
PAS
322
Point72 Asia (Singapore)
Singapore
FAF
323
Första AP-fonden
Sweden
OCAM
324
Onex Canada Asset Management
Ontario, Canada
SAG
325
Susquehanna Advisors Group
Pennsylvania