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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
SGI
326
Summit Global Investments
Utah
-$282K -1,478 Closed
WF
327
WoodTrust Financial
Wisconsin
-$276K -1,450 Closed
AC
328
Aristides Capital
Kentucky
-$267K -1,404 Closed
ECM
329
Evergreen Capital Management
Washington
-$262K -1,371 Closed
MGP
330
Metis Global Partners
California
-$252K -1,324 Closed
PWG
331
Portside Wealth Group
Utah
-$246K -1,293 Closed
BEI
332
Benjamin Edwards Inc
Missouri
-$229K -1,200 Closed
OAC
333
OMERS Administration Corp
Ontario, Canada
-$229K -1,200 Closed
WA
334
Wasatch Advisors
Utah
-$218K -1,142 Closed
SC
335
Syon Capital
California
-$215K -1,128 Closed
HR
336
Hardy Reed
Mississippi
-$214K -1,123 Closed
QWP
337
Quotient Wealth Partners
Texas
-$208K -1,092 Closed
Assenagon Asset Management
338
Assenagon Asset Management
Luxembourg
-$208K -1,090 Closed
MYIA
339
Mount Yale Investment Advisors
Colorado
-$207K -1,087 Closed
NP
340
NorthRock Partners
Minnesota
-$202K -1,061 Closed
JWM
341
JPL Wealth Management
Colorado
-$26.5K -139 Closed
PS
342
Principal Securities
Iowa
-$20.4K -107 Closed
CA
343
Clearstead Advisors
Ohio
-$20.2K -106 Closed
BTI
344
Blue Trust Inc
Georgia
-$16.4K -86 Closed
ASN
345
Advisory Services Network
Georgia
-$13.2K -69 Closed
AF
346
Allworth Financial
California
-$10.3K -54 Closed
CFG
347
Clayton Financial Group
Missouri
-$8.95K -47 Closed
MG
348
Mather Group
Illinois
-$8.95K -47 Closed
BBHC
349
Brown Brothers Harriman & Co
New York
-$5.14K -27 Closed
DWM
350
Dogwood Wealth Management
Kansas
-$4.58K -24 Closed