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FirstService

318 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, 121 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.63% more ownership

Funds ownership: 67.57%68.21% (+0.63%)

1% less funds holding

Funds holding: 320318 (-2)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
318
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
Wellington Management Group
176
Wellington Management Group
Massachusetts
$743K
AI
177
Atria Investments
North Carolina
$739K
Mariner
178
Mariner
Kansas
$687K
FFA
179
Farther Finance Advisors
California
$677K
Fidelity Investments
180
Fidelity Investments
Massachusetts
$675K
Verition Fund Management
181
Verition Fund Management
Connecticut
$672K
Two Sigma Investments
182
Two Sigma Investments
New York
$659K
UB
183
UMB Bank
Missouri
$648K
DP
184
Dearborn Partners
Illinois
$644K
JSSH
185
J. Safra Sarasin Holding
$638K
HighTower Advisors
186
HighTower Advisors
Illinois
$602K
GIBU
187
Gulf International Bank (UK)
United Kingdom
$592K
Grantham, Mayo, Van Otterloo & Co (GMO)
188
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$591K
OWM
189
Orgel Wealth Management
Wisconsin
$546K
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$535K
HCA
191
Harbor Capital Advisors
Illinois
$529K
P
192
&Partners
Tennessee
$497K
TW
193
TritonPoint Wealth
Maryland
$471K
APWM
194
Argonautica Private Wealth Management
Massachusetts
$471K
SCA
195
Snowden Capital Advisors
New York
$456K
KCM
196
Kornitzer Capital Management
Kansas
$451K
YMRC
197
Yorktown Management & Research Company
Virginia
$438K
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$420K
WC
199
Westerkirk Capital
$419K
NAM
200
NorthCrest Asset Manangement
Minnesota
$413K