We are live on ! Find out more
FSV icon

FirstService

306 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2.88% more ownership

Funds ownership: 68.26%71.14% (+2.9%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

5% less funds holding

Funds holding: 321306 (-15)

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$787M)

14% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 113

Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
47
Increased
97
Reduced
113
Closed
51
Calls
$15.3M
Puts
$5M
Net Calls
+$10.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Physician Wealth Advisors
Utah
$467 +$488 +3 New
TWD
302
True Wealth Design
Ohio
$312 -$2.28K -14 -88%
GFA
303
Godfrey Financial Associates
New York
$311 +$325 +2 New
MCM
304
MV Capital Management
Maryland
$156 +$163 +1 New
TFA
305
Transamerica Financial Advisors
Florida
$156 +$163 +1 New
HSBC Holdings
306
HSBC Holdings
United Kingdom
-$10.7M -55,985 Closed
HIM
307
Hillsdale Investment Management
Ontario, Canada
-$9.95M -52,250 Closed
Lazard Asset Management
308
Lazard Asset Management
New York
-$4.82M -25,290 Closed
Zurich Cantonal Bank
309
Zurich Cantonal Bank
Switzerland
-$3.05M -18,756 Closed
EML
310
Eos Management LP
New York
-$3.44M -18,047 Closed
EF
311
Empowered Funds
Pennsylvania
-$3.27M -17,155 Closed
FC
312
Financial Council
Maryland
-$1.9M -10,000 Closed
OBAM
313
ODDO BHF Asset Management
France
-$2.07M -7,800 Closed
Allianz Asset Management
314
Allianz Asset Management
Germany
-$1.42M -7,443 Closed
OAM
315
Oppenheimer Asset Management
New York
-$1.06M -5,586 Closed
BFS
316
Bradley Foster & Sargent
Connecticut
-$858K -4,506 Closed
Verition Fund Management
317
Verition Fund Management
Connecticut
-$672K -3,529 Closed
Two Sigma Investments
318
Two Sigma Investments
New York
-$659K -3,459 Closed
JSSH
319
J. Safra Sarasin Holding
-$638K -3,349 Closed
TW
320
TritonPoint Wealth
Maryland
-$471K -2,468 Closed
YMRC
321
Yorktown Management & Research Company
Virginia
-$438K -2,300 Closed
AIM
322
Aigen Investment Management
New York
-$365K -1,917 Closed
Cerity Partners
323
Cerity Partners
New York
-$335K -1,758 Closed
Two Sigma Advisers
324
Two Sigma Advisers
New York
-$325K -1,708 Closed
XT
325
XTX Topco
Cayman Islands
-$291K -1,529 Closed