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FirstService

298 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, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,369% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $903K

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2.01% less ownership

Funds ownership: 71.14%69.13% (-2%)

3% less funds holding

Funds holding: 306298 (-8)

13% less capital invested

Capital invested by funds: $5.1B → $4.43B (-$672M)

Holders
298
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
42
Increased
117
Reduced
97
Closed
45
Calls
$13.3M
Puts
$903K
Net Calls
+$12.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
-$228K -1,465 Closed
AWM
327
Apollon Wealth Management
South Carolina
-$214K -1,378 Closed
CIAM
328
Caitong International Asset Management
Hong Kong
-$128K -825 Closed
KAS
329
Kestra Advisory Services
Texas
-$34.1K -219 Closed
CIAS
330
CBIZ Investment Advisory Services
Ohio
-$24.7K -158 Closed
SAM
331
Smartleaf Asset Management
Massachusetts
-$18.2K -117 Closed
FMP
332
Financial Management Professionals
Texas
-$17.9K -115 Closed
TH
333
TCTC Holdings
Texas
-$10.4K -67 Closed
HC
334
Hurley Capital
New York
-$9.21K -59 Closed
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
-$5.91K -38 Closed
FHA
336
Flagship Harbor Advisors
Massachusetts
-$3.11K -20 Closed
NSIM
337
North Star Investment Management
Illinois
-$2.64K -17 Closed
JWA
338
JFS Wealth Advisors
Pennsylvania
-$2.18K -14 Closed
NFSG
339
Newbridge Financial Services Group
Florida
-$2.18K -14 Closed
RWS
340
Retirement Wealth Solutions
Wisconsin
-$934 -6 Closed
QCG
341
Quadrant Capital Group
Ohio
-$623 -4 Closed
PWA
342
Physician Wealth Advisors
Utah
-$467 -3 Closed
TFA
343
Transamerica Financial Advisors
Florida
-$156 -1 Closed