FSV icon

FirstService

320 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, 122 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.6%67.57% (+2%)

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
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
276
STRS Ohio
Ohio
$39.5K
HI
277
Harbour Investments
Wisconsin
$36.3K
GWM
278
Geneos Wealth Management
Colorado
$35.4K
TFIPS
279
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33K
FMP
280
Financial Management Professionals
Texas
$26.6K
CIAS
281
CBIZ Investment Advisory Services
Ohio
$23.8K
GKIM
282
GW&K Investment Management
Massachusetts
$23K
PS
283
Principal Securities
Iowa
$22.4K
WT
284
Whittier Trust
California
$20.1K
OP
285
ORG Partners
Indiana
$20.1K
PFBT
286
Parkside Financial Bank & Trust
Missouri
$18.3K
SWM
287
Spire Wealth Management
Virginia
$17.5K
CA
288
Centerpoint Advisors
Massachusetts
$17K
BTI
289
Blue Trust Inc
Georgia
$15K
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$14.8K
RWS
291
Retirement Wealth Solutions
Wisconsin
$13.4K
Simplex Trading
292
Simplex Trading
Illinois
$13K
TH
293
TCTC Holdings
Texas
$11.7K
BI
294
Binnacle Investments
Iowa
$10.7K
HC
295
Hurley Capital
New York
$10.3K
BLC
296
Brown, Lisle/Cummings
Rhode Island
$8.73K
AF
297
Allworth Financial
California
$8.03K
BIG
298
Brooklyn Investment Group
New York
$6.99K
NC
299
NewSquare Capital
Pennsylvania
$6.99K
PP
300
Pacifica Partners
Canada
$6.73K