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FirstService

320 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 108 reducing their positions, and 28 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.6%67.57% (+2%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
201
TritonPoint Wealth
Maryland
$443K
APWM
202
Argonautica Private Wealth Management
Massachusetts
$437K
IMCOOI
203
Investment Management Corp of Ontario (IMCO)
Canada
$435K
XT
204
XTX Topco
Cayman Islands
$427K
WC
205
Westerkirk Capital
$419K
SCA
206
Snowden Capital Advisors
New York
$418K
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$416K
KCM
208
Kornitzer Capital Management
Kansas
$414K
YMRC
209
Yorktown Management & Research Company
Virginia
$402K
Squarepoint
210
Squarepoint
New York
$399K
GIBU
211
Gulf International Bank (UK)
United Kingdom
$399K
Polen Capital Management
212
Polen Capital Management
Florida
$392K
DWM
213
Diversify Wealth Management
Utah
$391K
Capstone Investment Advisors
214
Capstone Investment Advisors
New York
$385K
Grantham, Mayo, Van Otterloo & Co (GMO)
215
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383K
NAM
216
NorthCrest Asset Manangement
Minnesota
$379K
VF
217
Vista Finance
Missouri
$363K
RhumbLine Advisers
218
RhumbLine Advisers
Massachusetts
$363K
TIM
219
Thompson Investment Management
Wisconsin
$360K
1C
220
111 Capital
France
$355K
NIM
221
Nexus Investment Management
Ontario, Canada
$349K
GT
222
Greenleaf Trust
Michigan
$340K
Cerity Partners
223
Cerity Partners
New York
$321K
SPIA
224
Steward Partners Investment Advisory
New York
$316K
CF
225
Centaurus Financial
California
$310K