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FirstService
FSV

Overview Fund Activity

319 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, 121 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
4.28%
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
121
Reduced
108
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$129M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$22.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$22M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$68.6M
2
American Century Companies
American Century Companies
Missouri
-$49.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.3M
4
DCP
Durable Capital Partners
Maryland
-$33.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
226
MML Investors Services
Massachusetts
$309K -$5.41K -31 -2%
DSC
227
Duncker Streett & Co
Missouri
$285K – – –
PCS
228
Personal CFO Solutions
New Jersey
$281K +$1.57K +9 +0.6%
SIG
229
Stonegate Investment Group
Alabama
$280K +$12.7K +73 +5%
LA
230
Lindenwold Advisors
Pennsylvania
$279K -$6.99K -40 -2%
AWM
231
Apollon Wealth Management
South Carolina
$266K -$10.3K -59 -4%
MIM
232
Marco Investment Management
Georgia
$264K – – –
Jennison Associates
233
Jennison Associates
New York
$258K -$786K -4,503 -75%
SGI
234
Summit Global Investments
Utah
$258K +$258K +1,478 New
ECM
235
Evergreen Capital Management
Washington
$256K +$13.5K +77 +6%
GWM
236
Gitterman Wealth Management
New Jersey
$254K +$2.1K +12 +0.8%
PAG
237
Private Advisor Group
New Jersey
$249K +$249K +1,427 New
HNB
238
Hilltop National Bank
Wyoming
$245K +$245K +1,404 New
S
239
SignatureFD
Georgia
$241K +$29.5K +169 +14%
DC
240
Davenport & Co
Virginia
$237K -$173K -993 -42%
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$235K +$151K +865 +180%
PWG
242
Portside Wealth Group
Utah
$231K +$231K +1,324 New
VCM
243
Versant Capital Management
Arizona
$226K -$698 -4 -0.3%
BEI
244
Benjamin Edwards Inc
Missouri
$224K +$224K +1,280 New
MGP
245
Metis Global Partners
California
$223K +$223K +1,280 New
PFG
246
PAX Financial Group
Texas
$222K -$71.8K -411 -24%
FFO
247
Fiduciary Family Office
Florida
$222K +$222K +1,269 New
HR
248
Hardy Reed
Mississippi
$216K +$216K +1,238 New
Royal London Asset Management
249
Royal London Asset Management
United Kingdom
$211K – – –
GAM
250
Gotham Asset Management
New York
$202K +$202K +1,159 New
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