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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
GIBU
201
Gulf International Bank (UK)
United Kingdom
$347K
NAM
202
NorthCrest Asset Manangement
Minnesota
$345K +$7.16K +44 +2%
NA
203
NewEdge Advisors
Louisiana
$337K +$349K +2,144 +10,210%
TP
204
TritonPoint Partners
Maryland
$332K +$347K +2,134 New
CGH
205
Crossmark Global Holdings
Texas
$331K -$323K -1,984 -48%
SSA
206
Schonfeld Strategic Advisors
New York
$323K -$646K -3,972 -66%
TIM
207
Thompson Investment Management
Wisconsin
$320K
SPIA
208
Steward Partners Investment Advisory
New York
$320K -$1.46K -9 -0.4%
DZ Bank
209
DZ Bank
Germany
$313K
GT
210
Greenleaf Trust
Michigan
$302K -$1.46K -9 -0.5%
VF
211
Vista Finance
Missouri
$301K -$23.1K -142 -7%
DWM
212
Diversify Wealth Management
Utah
$294K -$4.23K -26 -1%
MML Investors Services
213
MML Investors Services
Massachusetts
$293K +$2.12K +13 +0.7%
SL
214
Summitry LLC
California
$287K +$86.4K +531 +40%
RWM
215
Ritholtz Wealth Management
New York
$281K -$342K -2,101 -54%
PWM
216
Perigon Wealth Management
California
$275K +$287K +1,766 New
PFG
217
PAX Financial Group
Texas
$271K +$34.7K +213 +14%
VA
218
Vident Advisory
Georgia
$269K -$25.7K -158 -8%
Mariner
219
Mariner
Kansas
$259K -$315K -1,938 -54%
Squarepoint
220
Squarepoint
New York
$257K +$269K +1,653 New
AQR Capital Management
221
AQR Capital Management
Connecticut
$255K +$267K +1,638 New
DSC
222
Duncker Streett & Co
Missouri
$254K
PCS
223
Personal CFO Solutions
New Jersey
$249K +$33.8K +208 +15%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$247K -$36.6K -225 -12%
First Trust Advisors
225
First Trust Advisors
Illinois
$237K -$526K -3,235 -68%