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FirstService

322 hedge funds and large institutions have $5.38B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 109

6% more capital invested

Capital invested by funds: $5.05B → $5.38B (+$324M)

2% more funds holding

Funds holding: 315322 (+7)

0.83% more ownership

Funds ownership: 66.8%67.63% (+0.83%)

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
322
Holders Change
+7
Holders Change %
+2.22%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
41
Increased
122
Reduced
109
Closed
27
Calls
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Centaurus Financial
California
$310K -$6.06K -35 -2%
MML Investors Services
227
MML Investors Services
Massachusetts
$309K -$5.37K -31 -2%
Osaic Holdings
228
Osaic Holdings
Arizona
$307K +$68.1K +393 +29%
DSC
229
Duncker Streett & Co
Missouri
$285K
PCS
230
Personal CFO Solutions
New Jersey
$281K +$1.56K +9 +0.6%
SIG
231
Stonegate Investment Group
Alabama
$280K +$12.6K +73 +5%
LA
232
Lindenwold Advisors
Pennsylvania
$279K -$6.93K -40 -2%
AWM
233
Apollon Wealth Management
South Carolina
$266K -$10.2K -59 -4%
MIM
234
Marco Investment Management
Georgia
$264K
Jennison Associates
235
Jennison Associates
New York
$258K -$780K -4,503 -75%
SGI
236
Summit Global Investments
Utah
$258K +$256K +1,478 New
ECM
237
Evergreen Capital Management
Washington
$256K +$13.3K +77 +6%
GWM
238
Gitterman Wealth Management
New Jersey
$254K +$2.08K +12 +0.8%
PAG
239
Private Advisor Group
New Jersey
$249K +$247K +1,427 New
HNB
240
Hilltop National Bank
Wyoming
$245K +$243K +1,404 New
S
241
SignatureFD
Georgia
$241K +$29.3K +169 +14%
DC
242
Davenport & Co
Virginia
$237K -$172K -993 -42%
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$235K +$150K +865 +180%
PWG
244
Portside Wealth Group
Utah
$231K +$229K +1,324 New
VCM
245
Versant Capital Management
Arizona
$226K -$693 -4 -0.3%
BEI
246
Benjamin Edwards Inc
Missouri
$224K +$222K +1,280 New
MGP
247
Metis Global Partners
California
$223K +$222K +1,280 New
PFG
248
PAX Financial Group
Texas
$222K -$71.2K -411 -24%
FFO
249
Fiduciary Family Office
Florida
$222K +$220K +1,269 New
HR
250
Hardy Reed
Mississippi
$216K +$214K +1,238 New

FSV Hedge Fund Activity: Q2 2025 in Review

322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2025, worth a combined $5.38B — up 6.4% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FSV positions and 27 closed out — a net gain of 14 holders — while 122 added to existing stakes and 109 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $128M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $68.1M.

  • 322 institutional investors held FirstService (FSV) as of Q2 2025, up from 315 in Q1 2025.
  • Funds reported $5.38B of FirstService stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 41 funds opened new FirstService positions in Q2 2025 and 27 closed out, a net change of +14 holders.
  • The largest FirstService buyer in Q2 2025 was Mackenzie Financial, an estimated $128M added.
  • The largest FirstService seller in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $68.1M sold.

Based on aggregated 13F filings for Q2 2025.