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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
CIAS
276
CBIZ Investment Advisory Services
Ohio
$22.5K -$175 -1 -0.7%
GKIM
277
GW&K Investment Management
Massachusetts
$22K +$23.3K +133 New
WT
278
Whittier Trust
California
$19.1K
CIAM
279
Caitong International Asset Management
Hong Kong
$17.9K +$18.9K +108 New
WF
280
Wayfinding Financial
Washington
$17K +$18.2K +104 New
CA
281
Centerpoint Advisors
Massachusetts
$16K +$3.15K +18 +23%
CCM
282
Coldstream Capital Management
Washington
$12.9K +$13.7K +78 New
RWS
283
Retirement Wealth Solutions
Wisconsin
$12.8K +$13.5K +77 New
BIG
284
Brooklyn Investment Group
New York
$12.6K +$9.29K +53 +230%
EWA
285
EverSource Wealth Advisors
Alabama
$12.1K +$4.73K +27 +59%
QCG
286
Quadrant Capital Group
Ohio
$9.96K -$1.75K -10 -14%
HC
287
Hurley Capital
New York
$9.79K +$10.3K +59 New
BLC
288
Brown, Lisle/Cummings
Rhode Island
$8.3K
MG
289
Mather Group
Illinois
$7.97K
CPG
290
Cornerstone Planning Group
New Jersey
$7.77K +$4.56K +26 +137%
AF
291
Allworth Financial
California
$7.56K +$876 +5 +13%
LC
292
Lindbrook Capital
California
$6.31K +$6.31K +36 +1,800%
BI
293
Binnacle Investments
Iowa
$6.31K +$6.66K +38 New
IHWM
294
Iron Horse Wealth Management
Iowa
$6.14K
AF
295
Advisornet Financial
Minnesota
$5.81K
SO
296
Sierra Ocean
California
$4.98K -$2.45K -14 -32%
IA
297
IFP Advisors
Florida
$4.79K +$1.4K +8 +38%
WA
298
WPG Advisers
Maryland
$4.32K +$3.68K +21 +420%
NA
299
NewEdge Advisors
Louisiana
$3.49K
MEG
300
Millstone Evans Group
Colorado
$3.15K +$3.33K +19 New

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.