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FirstService

279 hedge funds and large institutions have $4.61B invested in FirstService in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.43B → $4.61B (+$177M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 69.13%69.53% (+0.41%)

7% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $7.62M

6% less funds holding

Funds holding: 298279 (-19)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
279
Holders Change
-19
Holders Change %
-6.38%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
43
Increased
106
Reduced
103
Closed
59
Calls
$7.12M
Puts
$7.62M
Net Calls
-$497K
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Tacita Capital
Ontario, Canada
$66.7K
VCM
227
Versant Capital Management
Arizona
$63.5K -$147K -1,060 -70%
CA
228
Clearstead Advisors
Ohio
$62.2K +$60.8K +438 New
GIA
229
GHP Investment Advisors
Colorado
$60.1K +$139 +1 +0.2%
EWA
230
EverSource Wealth Advisors
Alabama
$59.4K +$13.2K +95 +29%
UBS AM
231
UBS AM
Illinois
$44.8K
GRP
232
Global Retirement Partners
California
$44.2K +$43.1K +311 New
GP
233
Guardian Partners
Canada
$42.6K +$41.6K +300 New
TCOV
234
Trust Company of Vermont
Vermont
$36.2K +$35.4K +255 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$33K -$54.8K -395 -63%
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$30.1K +$2.22K +16 +8%
CIAM
237
Caitong International Asset Management
Hong Kong
$28.1K +$27.5K +198 New
TFIPS
238
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.9K
SO
239
STRS Ohio
Ohio
$26.7K -$832 -6 -3%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$26.5K -$25.7K -185 -50%
HI
241
Harbour Investments
Wisconsin
$21.3K
CH
242
Cromwell Holdings
Wyoming
$19.4K -$11.2K -81 -37%
CPG
243
Cornerstone Planning Group
New Jersey
$18.4K +$3.47K +25 +24%
CA
244
Centerpoint Advisors
Massachusetts
$17K -$139 -1 -0.8%
TRCT
245
Tower Research Capital (TRC)
New York
$12.9K -$24.7K -178 -66%
ACM
246
Accent Capital Management
Ohio
$12.1K
TPCW
247
TD Private Client Wealth
New York
$11.1K +$6.94K +50 +179%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$10.5K +$10.3K +74 New
FHC
249
First Horizon Corporation
Tennessee
$7.96K -$9.02K -65 -54%
APFP
250
Action Point Financial Planning
Michigan
$6.25K +$6.11K +44 New

FSV Hedge Fund Activity: Q2 2026 in Review

279 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2026, worth a combined $4.61B — up 4% from $4.43B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FSV and 43 opened new positions — a net loss of 16 holders — while 103 trimmed existing stakes and 106 added.

The largest buyer was 1832 Asset Management, adding an estimated $176M. The largest seller was Mackenzie Financial, cutting an estimated $99.2M.

  • 279 institutional investors held FirstService (FSV) as of Q2 2026, down from 298 in Q1 2026.
  • Funds reported $4.61B of FirstService stock for Q2 2026, up 4% quarter-over-quarter.
  • 43 funds opened new FirstService positions in Q2 2026 and 59 closed out, a net change of -16 holders.
  • The largest FirstService buyer in Q2 2026 was 1832 Asset Management, an estimated $176M added.
  • The largest FirstService seller in Q2 2026 was Mackenzie Financial, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2026.