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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
SG Americas Securities
251
SG Americas Securities
New York
$126K +$134K +762 New
SOW
252
State of Wyoming
Wyoming
$103K +$10.9K +62 +11%
N
253
Natixis
France
$93.8K +$11.2K +64 +13%
FHA
254
First Horizon Advisors
Tennessee
$91.8K
SNB
255
Security National Bank
Nebraska
$91.8K
SW
256
SVB Wealth
Massachusetts
$90.3K +$95.3K +544 New
SWM
257
Spire Wealth Management
Virginia
$90.1K +$32.6K +186 +52%
AAP
258
Arax Advisory Partners
Colorado
$85.5K +$57.8K +330 +178%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$80K +$84.3K +481 New
CA
260
Clearstead Advisors
Ohio
$71.9K -$6.13K -35 -7%
FMP
261
Financial Management Professionals
Texas
$70.9K -$6.13K -35 -8%
GIA
262
GHP Investment Advisors
Colorado
$69.7K +$175 +1 +0.2%
ACM
263
Accent Capital Management
Ohio
$53K
GWM
264
Geneos Wealth Management
Colorado
$50K +$17K +97 +359%
WSFS
265
Wilmington Savings Fund Society
Delaware
$48.3K
TC
266
Tacita Capital
Ontario, Canada
$48.1K
CH
267
Cromwell Holdings
Wyoming
$45.8K +$2.1K +12 +5%
TCOV
268
Trust Company of Vermont
Vermont
$42.3K
SO
269
STRS Ohio
Ohio
$37.8K +$40K +228 New
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$34.8K
HI
271
Harbour Investments
Wisconsin
$34.5K
TFIPS
272
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.6K -$1.75K -10 -5%
CWP
273
Clark Wealth Partners
Illinois
$31.5K
TH
274
TCTC Holdings
Texas
$28.4K +$18.2K +104 +155%
PS
275
Principal Securities
Iowa
$22.8K

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.