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FirstService

319 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.59%67.56% (+2%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
319
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
151
Parr McKnight Wealth Management Group
Minnesota
$1.31M
SIC
152
Schwartz Investment Counsel
Michigan
$1.31M
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$1.31M
SAM
154
Shell Asset Management
Netherlands
$1.3M
JG
155
Jain Global
New York
$1.27M
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.27M
AWP
157
Accretive Wealth Partners
New Jersey
$1.2M
AAM
158
Auxier Asset Management
Oregon
$1.2M
CCIA
159
Campbell & Co Investment Adviser
Maryland
$1.2M
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$1.2M
TI
161
Trexquant Investment
Connecticut
$1.19M
JSSH
162
J. Safra Sarasin Holding
$1.19M
VPIM
163
Vanguard Personalized Indexing Management
California
$1.15M
AAS
164
Avantax Advisory Services
Texas
$1.11M
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$1.09M
OAM
166
Oppenheimer Asset Management
New York
$1.07M
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$1.05M
Citigroup
168
Citigroup
New York
$1.05M
BGCP
169
Bristol Gate Capital Partners
Ontario, Canada
$1,000K
DP
170
Dearborn Partners
Illinois
$945K
DTL
171
Dynamic Technology Lab
Singapore
$911K
GIM
172
Glenmede Investment Management
Pennsylvania
$909K
GIM
173
Granahan Investment Management
Massachusetts
$837K
Corient Private Wealth
174
Corient Private Wealth
Florida
$806K
BFS
175
Bradley Foster & Sargent
Connecticut
$787K