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FirstService

312 hedge funds and large institutions have $4.96B invested in FirstService in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
126
Reduced
103
Closed
24
Calls
$17K
Puts
$199K
Net Calls
-$182K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$407K +$41.2K +248 +11%
SCA
202
Snowden Capital Advisors
New York
$400K -$11K -66 -3%
KCM
203
Kornitzer Capital Management
Kansas
$393K
DC
204
Davenport & Co
Virginia
$390K -$452K -2,723 -54%
YMRC
205
Yorktown Management & Research Company
Virginia
$382K
TW
206
TritonPoint Wealth
Maryland
$380K -$45.2K -272 -11%
TRCT
207
Tower Research Capital (TRC)
New York
$380K +$375K +2,259 +8,068%
NAM
208
NorthCrest Asset Manangement
Minnesota
$367K -$17.8K -107 -5%
DWM
209
Diversify Wealth Management
Utah
$366K +$15.3K +89 +4%
RWM
210
Ritholtz Wealth Management
New York
$360K +$360K +2,172 New
VLKIM
211
Van Lanschot Kempen Investment Management
Netherlands
$346K -$1.22M -3,539 -78%
Cerity Partners
212
Cerity Partners
New York
$345K -$28.5K -172 -8%
RhumbLine Advisers
213
RhumbLine Advisers
Massachusetts
$343K -$19.7K -119 -5%
TIM
214
Thompson Investment Management
Wisconsin
$342K
Mariner
215
Mariner
Kansas
$335K -$89.9K -542 -21%
ECM
216
ExodusPoint Capital Management
New York
$332K +$332K +2,000 New
VF
217
Vista Finance
Missouri
$332K +$21.7K +131 +7%
GT
218
Greenleaf Trust
Michigan
$323K -$1.33K -8 -0.4%
CF
219
Centaurus Financial
California
$300K -$129K -776 -30%
MML Investors Services
220
MML Investors Services
Massachusetts
$299K +$49.4K +298 +20%
SPIA
221
Steward Partners Investment Advisory
New York
$299K +$166 +1 +0.1%
Point72 Asset Management
222
Point72 Asset Management
Connecticut
$298K +$298K +1,798 New
CG
223
Caprock Group
Idaho
$282K +$282K +1,698 New
PFG
224
PAX Financial Group
Texas
$279K -$166K -1,001 -37%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$278K +$278K +1,674 New