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FirstService
FSV

Overview Fund Activity

317 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, 120 increasing their positions, 107 reducing their positions, and 27 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
42
Increased
120
Reduced
107
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$258M
2
Norges Bank
2
Norges Bank
Norway
$93.9M
3
PMAM
3
Picton Mahoney Asset Management
Ontario, Canada
$56M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$22.9M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.4M
2
American Century Companies
2
American Century Companies
Missouri
$44.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M
4
DCP
4
Durable Capital Partners
Maryland
$343M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSC
226
Duncker Streett & Co
Missouri
$285K 1,631 – –
PCS
227
Personal CFO Solutions
New Jersey
$281K 1,607 +9 +0.6%
SIG
228
Stonegate Investment Group
Alabama
$280K 1,603 +73 +5%
LA
229
Lindenwold Advisors
Pennsylvania
$279K 1,600 -40 -2%
AWM
230
Apollon Wealth Management
South Carolina
$266K 1,524 -59 -4%
MIM
231
Marco Investment Management
Georgia
$264K 1,510 – –
Jennison Associates
232
Jennison Associates
New York
$258K 1,478 -4,503 -75%
SGI
233
Summit Global Investments
Utah
$258K 1,478 +1,478 New
ECM
234
Evergreen Capital Management
Washington
$256K 1,462 +77 +6%
GWM
235
Gitterman Wealth Management
New Jersey
$254K 1,456 +12 +0.8%
PAG
236
Private Advisor Group
New Jersey
$249K 1,427 +1,427 New
HNB
237
Hilltop National Bank
Wyoming
$245K 1,404 +1,404 New
S
238
SignatureFD
Georgia
$241K 1,379 +169 +14%
DC
239
Davenport & Co
Virginia
$237K 1,358 -993 -42%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$235K 1,346 +865 +180%
PWG
241
Portside Wealth Group
Utah
$231K 1,324 +1,324 New
VCM
242
Versant Capital Management
Arizona
$226K 1,294 -4 -0.3%
BEI
243
Benjamin Edwards Inc
Missouri
$224K 1,280 +1,280 New
MGP
244
Metis Global Partners
California
$223K 1,280 +1,280 New
PFG
245
PAX Financial Group
Texas
$222K 1,270 -411 -24%
FFO
246
Fiduciary Family Office
Florida
$222K 1,269 +1,269 New
HR
247
Hardy Reed
Mississippi
$216K 1,238 +1,238 New
Royal London Asset Management
248
Royal London Asset Management
United Kingdom
$211K 1,208 – –
GAM
249
Gotham Asset Management
New York
$202K 1,159 +1,159 New
Assenagon Asset Management
250
Assenagon Asset Management
Luxembourg
$201K 1,158 -119 -9%
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