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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
SICM
176
Sustainable Insight Capital Management
New York
$633K -$195K -1,200 -23%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$602K -$499K -3,066 -44%
FFA
178
Farther Finance Advisors
California
$592K +$41K +252 +7%
DP
179
Dearborn Partners
Illinois
$591K +$68.3K +420 +12%
AI
180
Atria Investments
North Carolina
$581K -$24.2K -149 -4%
APWM
181
Argonautica Private Wealth Management
Massachusetts
$566K +$190K +1,167 +47%
UB
182
UMB Bank
Missouri
$529K
BGCP
183
Bristol Gate Capital Partners
Ontario, Canada
$516K -$337K -2,073 -38%
HighTower Advisors
184
HighTower Advisors
Illinois
$484K -$8.46K -52 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$483K
Capstone Investment Advisors
186
Capstone Investment Advisors
New York
$473K -$528K -3,248 -52%
ET
187
Entropy Technologies
New York
$473K -$179K -1,100 -27%
OWM
188
Orgel Wealth Management
Wisconsin
$446K
LNWTC
189
Laird Norton Wetherby Trust Company
Washington
$436K +$455K +2,798 New
M&T Bank
190
M&T Bank
New York
$433K +$453K +2,783 New
VT
191
Vise Technologies
New York
$420K +$439K +2,701 New
HCA
192
Harbor Capital Advisors
Illinois
$413K -$20.2K -124 -4%
P
193
&Partners
Tennessee
$411K +$6.18K +38 +1%
Man Group
194
Man Group
United Kingdom
$407K +$426K +2,618 New
YIH
195
Y-Intercept (HK)
Hong Kong
$384K -$2.16M -13,272 -84%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$381K +$221K +1,361 +125%
IIM
197
Intact Investment Management
Quebec, Canada
$373K +$390K +2,400 New
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$369K +$15.6K +96 +4%
KCM
199
Kornitzer Capital Management
Kansas
$368K
SCA
200
Snowden Capital Advisors
New York
$367K -$5.69K -35 -1%