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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
Royal London Asset Management
251
Royal London Asset Management
United Kingdom
$211K
GAM
252
Gotham Asset Management
New York
$202K +$201K +1,159 New
Assenagon Asset Management
253
Assenagon Asset Management
Luxembourg
$201K -$20.6K -119 -9%
PA
254
Parallel Advisors
California
$199K -$2.77K -16 -1%
US Bancorp
255
US Bancorp
Minnesota
$186K -$63K -364 -25%
SAM
256
Smartleaf Asset Management
Massachusetts
$163K -$7.1K -41 -4%
VLKIM
257
Van Lanschot Kempen Investment Management
Netherlands
$158K -$18.4K -106 -11%
ARMT
258
Amica Retiree Medical Trust
Rhode Island
$140K
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$121K -$12.8K -74 -10%
DZ Bank
260
DZ Bank
Germany
$105K +$104K +602 New
FHA
261
First Horizon Advisors
Tennessee
$99.2K +$2.6K +15 +3%
SNB
262
Security National Bank
Nebraska
$96.6K
PD
263
Point72 (DIFC)
United Arab Emirates
$87.2K +$86.6K +500 New
TC
264
Tacita Capital
Ontario, Canada
$82K +$31.2K +180 +62%
AAP
265
Arax Advisory Partners
Colorado
$79K -$24.9K -144 -28%
GIA
266
GHP Investment Advisors
Colorado
$73.4K
NS
267
NBC Securities
Alabama
$72K -$490K -2,828 -87%
CA
268
Clearstead Advisors
Ohio
$67.2K -$8.31K -48 -11%
EWA
269
EverSource Wealth Advisors
Alabama
$63.7K +$50.6K +292 +400%
N
270
Natixis
France
$56.9K -$42.1K -243 -43%
ACM
271
Accent Capital Management
Ohio
$55.8K
WSFS
272
Wilmington Savings Fund Society
Delaware
$50.8K
CH
273
Cromwell Holdings
Wyoming
$48.3K
GRP
274
Global Retirement Partners
California
$47.5K +$47.1K +272 New
TCOV
275
Trust Company of Vermont
Vermont
$44.5K

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.