FSV icon

FirstService
FSV

Overview Fund Activity

319 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, 121 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
4.28%
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
121
Reduced
108
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$129M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$22.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$22M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$68.6M
2
American Century Companies
American Century Companies
Missouri
-$49.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.3M
4
DCP
Durable Capital Partners
Maryland
-$33.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$36.3K – – –
GWM
277
Geneos Wealth Management
Colorado
$35.4K +$13.8K +79 +64%
TFIPS
278
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33K – – –
FMP
279
Financial Management Professionals
Texas
$26.6K -$48.1K -275 -64%
CIAS
280
CBIZ Investment Advisory Services
Ohio
$23.8K +$175 +1 +0.7%
GKIM
281
GW&K Investment Management
Massachusetts
$23K – – –
PS
282
Principal Securities
Iowa
$22.4K +$349 +2 +2%
WT
283
Whittier Trust
California
$20.1K – – –
OP
284
ORG Partners
Indiana
$20.1K +$20.1K +115 New
PFBT
285
Parkside Financial Bank & Trust
Missouri
$18.3K +$18.3K +105 New
SWM
286
Spire Wealth Management
Virginia
$17.5K -$77.4K -443 -82%
CA
287
Centerpoint Advisors
Massachusetts
$17K – – –
BTI
288
Blue Trust Inc
Georgia
$15K +$14.7K +84 +4,200%
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$14.8K +$14.8K +85 New
RWS
290
Retirement Wealth Solutions
Wisconsin
$13.4K – – –
Simplex Trading
291
Simplex Trading
Illinois
$13K +$12.5K +72 +2,400%
TH
292
TCTC Holdings
Texas
$11.7K -$18.2K -104 -61%
BI
293
Binnacle Investments
Iowa
$10.7K +$4.02K +23 +61%
HC
294
Hurley Capital
New York
$10.3K – – –
BLC
295
Brown, Lisle/Cummings
Rhode Island
$8.73K – – –
AF
296
Allworth Financial
California
$8.03K +$349 +2 +5%
BIG
297
Brooklyn Investment Group
New York
$6.99K -$6.29K -36 -47%
NC
298
NewSquare Capital
Pennsylvania
$6.99K +$6.29K +36 +900%
PP
299
Pacifica Partners
Canada
$6.73K +$6.73K +40 New
IHWM
300
Iron Horse Wealth Management
Iowa
$6.46K – – –
10 11
12
13 14