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FirstService

315 hedge funds and large institutions have $5.05B invested in FirstService in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 106

2% more funds holding

Funds holding: 310315 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.84% less ownership

Funds ownership: 67.64%66.8% (-0.84%)

9% less capital invested

Capital invested by funds: $5.53B → $5.05B (-$481M)

91% less call options, than puts

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

Holders
315
Holders Change
+5
Holders Change %
+1.61%
% of All Funds
4.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
126
Reduced
106
Closed
24
Calls
$17K
Puts
$199K
Net Calls
-$182K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
226
PAX Financial Group
Texas
$279K -$175K -1,001 -37%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$278K +$293K +1,674 New
LA
228
Lindenwold Advisors
Pennsylvania
$272K -$46.4K -265 -14%
DSC
229
Duncker Streett & Co
Missouri
$271K
PCS
230
Personal CFO Solutions
New Jersey
$265K -$11.7K -67 -4%
AWM
231
Apollon Wealth Management
South Carolina
$263K -$31K -177 -10%
SIG
232
Stonegate Investment Group
Alabama
$254K
MIM
233
Marco Investment Management
Georgia
$251K
GWM
234
Gitterman Wealth Management
New Jersey
$240K +$59.1K +337 +30%
US Bancorp
235
US Bancorp
Minnesota
$238K +$17K +97 +7%
ECM
236
Evergreen Capital Management
Washington
$230K -$4.03K -23 -2%
Osaic Holdings
237
Osaic Holdings
Arizona
$227K +$147K +838 +159%
BAM
238
Blueshift Asset Management
New Jersey
$226K +$238K +1,360 New
VCM
239
Versant Capital Management
Arizona
$215K +$200K +1,139 +716%
1C
240
111 Capital
France
$213K +$226K +1,287 New
Assenagon Asset Management
241
Assenagon Asset Management
Luxembourg
$212K -$20.9K -119 -9%
Balyasny Asset Management
242
Balyasny Asset Management
Illinois
$208K -$544K -3,103 -71%
S
243
SignatureFD
Georgia
$201K -$26.8K -153 -11%
Royal London Asset Management
244
Royal London Asset Management
United Kingdom
$200K +$212K +1,208 New
CAWM
245
Capital A Wealth Management
Pennsylvania
$200K
PA
246
Parallel Advisors
California
$192K -$25.2K -144 -11%
Credit Agricole
247
Credit Agricole
France
$185K +$5.26K +30 +3%
SAM
248
Smartleaf Asset Management
Massachusetts
$164K +$350 +2 +0.2%
ARMT
249
Amica Retiree Medical Trust
Rhode Island
$133K -$64K -365 -31%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$128K +$25.2K +144 +23%

FSV Hedge Fund Activity: Q1 2025 in Review

315 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q1 2025, worth a combined $5.05B — down 8.7% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FSV positions and 24 closed out — a net gain of 10 holders — while 126 added to existing stakes and 106 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $63.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $93.8M.

  • 315 institutional investors held FirstService (FSV) as of Q1 2025, up from 310 in Q4 2024.
  • Funds reported $5.05B of FirstService stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 34 funds opened new FirstService positions in Q1 2025 and 24 closed out, a net change of +10 holders.
  • The largest FirstService buyer in Q1 2025 was Janus Henderson Group, an estimated $63.3M added.
  • The largest FirstService seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $93.8M sold.

Based on aggregated 13F filings for Q1 2025.