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FirstService
FSV

Overview Fund Activity

317 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, 120 increasing their positions, 107 reducing their positions, and 27 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
4.26%
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
120
Reduced
107
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$258M
2
Norges Bank
2
Norges Bank
Norway
$93.9M
3
PMAM
3
Picton Mahoney Asset Management
Ontario, Canada
$56M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$22.9M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.4M
2
American Century Companies
2
American Century Companies
Missouri
$44.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M
4
DCP
4
Durable Capital Partners
Maryland
$343M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFIPS
276
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33K 190 – –
FMP
277
Financial Management Professionals
Texas
$26.6K 152 -275 -64%
CIAS
278
CBIZ Investment Advisory Services
Ohio
$23.8K 136 +1 +0.7%
GKIM
279
GW&K Investment Management
Massachusetts
$23K 133 – –
PS
280
Principal Securities
Iowa
$22.4K 128 +2 +2%
WT
281
Whittier Trust
California
$20.1K 115 – –
OP
282
ORG Partners
Indiana
$20.1K 115 +115 New
PFBT
283
Parkside Financial Bank & Trust
Missouri
$18.3K 105 +105 New
SWM
284
Spire Wealth Management
Virginia
$17.5K 100 -443 -82%
CA
285
Centerpoint Advisors
Massachusetts
$17K 98 – –
BTI
286
Blue Trust Inc
Georgia
$15K 86 +84 +4,200%
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$14.8K 85 +85 New
RWS
288
Retirement Wealth Solutions
Wisconsin
$13.4K 77 – –
Simplex Trading
289
Simplex Trading
Illinois
$13K 75 +72 +2,400%
TH
290
TCTC Holdings
Texas
$11.7K 67 -104 -61%
BI
291
Binnacle Investments
Iowa
$10.7K 61 +23 +61%
HC
292
Hurley Capital
New York
$10.3K 59 – –
BLC
293
Brown, Lisle/Cummings
Rhode Island
$8.73K 50 – –
AF
294
Allworth Financial
California
$8.03K 46 +2 +5%
BIG
295
Brooklyn Investment Group
New York
$6.99K 40 -36 -47%
NC
296
NewSquare Capital
Pennsylvania
$6.99K 40 +36 +900%
PP
297
Pacifica Partners
Canada
$6.73K 40 +40 New
IHWM
298
Iron Horse Wealth Management
Iowa
$6.46K 37 – –
AF
299
Advisornet Financial
Minnesota
$6.11K 35 – –
CPG
300
Cornerstone Planning Group
New Jersey
$5.92K 30 -15 -33%
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12
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