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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
SGFG
251
Silver Grove Financial Group
New York
$5.54K +$5.41K +39 New
TWD
252
True Wealth Design
Ohio
$4.41K +$2.77K +20 +182%
LFG
253
Larson Financial Group
Missouri
$3.13K -$46.2K -333 -94%
NA
254
NewEdge Advisors
Louisiana
$3.01K
IA
255
IFP Advisors
Florida
$2.7K +$832 +6 +46%
PTC
256
Private Trust Company
Ohio
$2.13K +$1.11K +8 +114%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$971 +7 +100%
KG
258
Kilter Group
New York
$1.85K -$139 -1 -7%
BAM
259
Bellevue Asset Management
Washington
$1.85K +$1.8K +13 New
WA
260
WPG Advisers
Maryland
$1.71K
BTI
261
Blue Trust Inc
Georgia
$1.71K +$416 +3 +33%
CA
262
CoreCap Advisors
Michigan
$1.56K +$1.53K +11 New
NSIM
263
North Star Investment Management
Illinois
$1.56K +$1.53K +11 New
BIA
264
Bell Investment Advisors
California
$1.14K +$139 +1 +14%
CFM
265
Cornerstone Financial Management
Massachusetts
$995 -$416 -3 -30%
Optiver Holding
266
Optiver Holding
Netherlands
$995 +$555 +4 +133%
IPS
267
Investors Portfolio Services
Washington
$853
QL
268
Quarry LP
New York
$853 +$832 +6 New
BFPW
269
BOK Financial Private Wealth
Colorado
$713 +$694 +5 New
MB
270
MidFirst Bank
Oklahoma
$711
GI
271
GAMMA Investing
California
$711 +$694 +5 New
GSWM
272
Golden State Wealth Management
California
$571
MCM
273
MV Capital Management
Maryland
$569 -$277 -2 -33%
PWA
274
Physician Wealth Advisors
Utah
$569 +$555 +4 New
AssetMark Inc
275
AssetMark Inc
California
$284 -$694 -5 -71%

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.