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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
UBS Group
51
UBS Group
Switzerland
$27.1M +$8.18M +50,263 +40%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$25M +$26.2M +160,823 New
FAM
53
Fenimore Asset Management
New York
$23.3M +$845K +5,194 +4%
JSA
54
Jacobson & Schmitt Advisors
Wisconsin
$22.6M +$8.11M +49,829 +52%
William Blair & Company
55
William Blair & Company
Illinois
$22.3M -$652K -4,009 -3%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$21.4M +$6.46M +39,686 +41%
Goldman Sachs
57
Goldman Sachs
New York
$19.9M -$37.6M -231,137 -64%
Bessemer Group
58
Bessemer Group
New Jersey
$19.6M -$11.9M -73,306 -37%
AC
59
AltraVue Capital
Washington
$19.5M -$73.2K -450 -0.4%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$19.2M -$2.09M -12,820 -9%
Deutsche Bank
61
Deutsche Bank
Germany
$18.4M -$3.41M -20,980 -15%
Raymond James Financial
62
Raymond James Financial
Florida
$17.9M +$451K +2,775 +2%
Swiss National Bank
63
Swiss National Bank
Switzerland
$16.9M -$1.48M -9,100 -8%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M +$13.2M +81,134 +378%
OCM
65
Osterweis Capital Management
California
$15.9M +$1.75M +10,760 +12%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$15.9M +$9.19M +56,467 +124%
Charles Schwab
67
Charles Schwab
California
$15.6M +$429K +2,634 +3%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$15.1M -$9.37M -57,588 -37%
SCA
69
Summit Creek Advisors
Minnesota
$14.7M -$784K -4,817 -5%
Millennium Management
70
Millennium Management
New York
$13M +$12.8M +78,641 +1,603%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$12.4M -$13M -80,028 -50%
Amundi
72
Amundi
France
$11.5M -$179K -1,100 -1%
UCFA
73
United Capital Financial Advisors
Texas
$10.8M -$848K -5,210 -7%
Northern Trust
74
Northern Trust
Illinois
$10.7M -$723K -4,443 -6%
SC
75
Scotia Capital
Ontario, Canada
$10.5M +$6.02M +37,008 +121%