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FirstService

298 hedge funds and large institutions have $4.43B invested in FirstService in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,369% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $903K

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2.01% less ownership

Funds ownership: 71.14%69.13% (-2%)

3% less funds holding

Funds holding: 306298 (-8)

13% less capital invested

Capital invested by funds: $5.1B → $4.43B (-$672M)

Holders
298
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
42
Increased
117
Reduced
97
Closed
45
Calls
$13.3M
Puts
$903K
Net Calls
+$12.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
201
Snowden Capital Advisors
New York
$298K -$32.7K -215 -9%
CGH
202
Crossmark Global Holdings
Texas
$294K -$2.28K -15 -0.7%
Mariner
203
Mariner
Kansas
$288K +$62.3K +409 +25%
SPIA
204
Steward Partners Investment Advisory
New York
$286K +$305 +2 +0.1%
TIM
205
Thompson Investment Management
Wisconsin
$286K
Capstone Investment Advisors
206
Capstone Investment Advisors
New York
$283K -$153K -1,005 -33%
HCA
207
Harbour Capital Advisors
Virginia
$280K +$285K +1,875 New
TP
208
TritonPoint Partners
Maryland
$275K -$24.1K -158 -7%
HNB
209
Hilltop National Bank
Wyoming
$274K +$96.1K +631 +47%
MIM
210
Marco Investment Management
Georgia
$269K +$82.2K +540 +39%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$268K -$400K -2,625 -58%
VA
212
Vident Advisory
Georgia
$267K +$29.4K +193 +11%
XT
213
XTX Topco
Cayman Islands
$266K +$291K +1,913 New
VF
214
Vista Finance
Missouri
$261K -$9.13K -60 -3%
P
215
&Partners
Tennessee
$255K -$118K -773 -29%
SOW
216
State of Wyoming
Wyoming
$247K +$271K +1,779 New
BA
217
Bridgewater Associates
Connecticut
$246K +$270K +1,772 New
AI
218
Atria Investments
North Carolina
$243K -$302K -1,981 -53%
CIA
219
Concurrent Investment Advisors
Florida
$236K +$42K +276 +19%
SC
220
Syon Capital
California
$228K +$249K +1,638 New
DSC
221
Duncker Streett & Co
Missouri
$227K
DWM
222
Dakota Wealth Management
Florida
$222K +$244K +1,600 New
PFG
223
PAX Financial Group
Texas
$222K -$22.5K -148 -8%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$220K
HR
225
Hardy Reed
Mississippi
$216K +$237K +1,558 New