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FirstService

304 hedge funds and large institutions have $5.1B invested in FirstService in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

13% less capital invested

Capital invested by funds: $5.89B → $5.1B (-$792M)

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$602K
FFA
177
Farther Finance Advisors
California
$592K
DP
178
Dearborn Partners
Illinois
$591K
AI
179
Atria Investments
North Carolina
$581K
APWM
180
Argonautica Private Wealth Management
Massachusetts
$566K
UB
181
UMB Bank
Missouri
$529K
BGCP
182
Bristol Gate Capital Partners
Ontario, Canada
$516K
HighTower Advisors
183
HighTower Advisors
Illinois
$484K
Grantham, Mayo, Van Otterloo & Co (GMO)
184
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$483K
Capstone Investment Advisors
185
Capstone Investment Advisors
New York
$473K
ET
186
Entropy Technologies
New York
$473K
OWM
187
Orgel Wealth Management
Wisconsin
$446K
LNWTC
188
Laird Norton Wetherby Trust Company
Washington
$436K
M&T Bank
189
M&T Bank
New York
$433K
VT
190
Vise Technologies
New York
$420K
HCA
191
Harbor Capital Advisors
Illinois
$413K
P
192
&Partners
Tennessee
$411K
Man Group
193
Man Group
United Kingdom
$407K
YIH
194
Y-Intercept (HK)
Hong Kong
$384K
VAS
195
Vestmark Advisory Solutions
Massachusetts
$381K
IIM
196
Intact Investment Management
Quebec, Canada
$373K
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$369K
KCM
198
Kornitzer Capital Management
Kansas
$368K
SCA
199
Snowden Capital Advisors
New York
$367K
GIBU
200
Gulf International Bank (UK)
United Kingdom
$347K