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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.02% less ownership

Funds ownership: 67.61%65.59% (-2%)

10% less capital invested

Capital invested by funds: $5.53B → $4.96B (-$570M)

91% less call options, than puts

Call options by funds: $17K | Put options by funds: $199K

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17K
Puts
$199K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$407K
SCA
202
Snowden Capital Advisors
New York
$400K
KCM
203
Kornitzer Capital Management
Kansas
$393K
DC
204
Davenport & Co
Virginia
$390K
YMRC
205
Yorktown Management & Research Company
Virginia
$382K
TW
206
TritonPoint Wealth
Maryland
$380K
TRCT
207
Tower Research Capital (TRC)
New York
$380K
NAM
208
NorthCrest Asset Manangement
Minnesota
$367K
DWM
209
Diversify Wealth Management
Utah
$366K
RWM
210
Ritholtz Wealth Management
New York
$360K
VLKIM
211
Van Lanschot Kempen Investment Management
Netherlands
$346K
Cerity Partners
212
Cerity Partners
New York
$345K
RhumbLine Advisers
213
RhumbLine Advisers
Massachusetts
$343K
TIM
214
Thompson Investment Management
Wisconsin
$342K
Mariner
215
Mariner
Kansas
$335K
ECM
216
ExodusPoint Capital Management
New York
$332K
VF
217
Vista Finance
Missouri
$332K
GT
218
Greenleaf Trust
Michigan
$323K
CF
219
Centaurus Financial
California
$300K
MML Investors Services
220
MML Investors Services
Massachusetts
$299K
SPIA
221
Steward Partners Investment Advisory
New York
$299K
Point72 Asset Management
222
Point72 Asset Management
Connecticut
$298K
CG
223
Caprock Group
Idaho
$282K
PFG
224
PAX Financial Group
Texas
$279K
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$278K