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FirstService

315 hedge funds and large institutions have $5.88B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362K
Puts
$438K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$739K
Mariner
177
Mariner
Kansas
$687K
FFA
178
Farther Finance Advisors
California
$677K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$675K
Verition Fund Management
180
Verition Fund Management
Connecticut
$672K
Two Sigma Investments
181
Two Sigma Investments
New York
$659K
UB
182
UMB Bank
Missouri
$648K
DP
183
Dearborn Partners
Illinois
$644K
JSSH
184
J. Safra Sarasin Holding
$638K
HighTower Advisors
185
HighTower Advisors
Illinois
$602K
GIBU
186
Gulf International Bank (UK)
United Kingdom
$592K
Grantham, Mayo, Van Otterloo & Co (GMO)
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$591K
OWM
188
Orgel Wealth Management
Wisconsin
$546K
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$535K
HCA
190
Harbor Capital Advisors
Illinois
$529K
P
191
&Partners
Tennessee
$497K
TW
192
TritonPoint Wealth
Maryland
$471K
APWM
193
Argonautica Private Wealth Management
Massachusetts
$471K
SCA
194
Snowden Capital Advisors
New York
$456K
KCM
195
Kornitzer Capital Management
Kansas
$451K
YMRC
196
Yorktown Management & Research Company
Virginia
$438K
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$420K
WC
198
Westerkirk Capital
$419K
NAM
199
NorthCrest Asset Manangement
Minnesota
$413K
VF
200
Vista Finance
Missouri
$396K