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FirstService

322 hedge funds and large institutions have $5.38B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 109

6% more capital invested

Capital invested by funds: $5.05B → $5.38B (+$324M)

2% more funds holding

Funds holding: 315322 (+7)

0.83% more ownership

Funds ownership: 66.8%67.63% (+0.83%)

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
322
Holders Change
+7
Holders Change %
+2.22%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
41
Increased
122
Reduced
109
Closed
27
Calls
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$41.4K +$3.12K +18 +8%
SO
277
STRS Ohio
Ohio
$39.5K -$173 -1 -0.4%
HI
278
Harbour Investments
Wisconsin
$36.3K
GWM
279
Geneos Wealth Management
Colorado
$35.4K +$13.7K +79 +64%
CWP
280
Clark Wealth Partners
Illinois
$33.2K
TFIPS
281
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33K
FMP
282
Financial Management Professionals
Texas
$26.6K -$47.6K -275 -64%
CIAS
283
CBIZ Investment Advisory Services
Ohio
$23.8K +$173 +1 +0.7%
GKIM
284
GW&K Investment Management
Massachusetts
$23K
PS
285
Principal Securities
Iowa
$22.4K +$346 +2 +2%
WT
286
Whittier Trust
California
$20.1K
OP
287
ORG Partners
Indiana
$20.1K +$19.9K +115 New
PFBT
288
Parkside Financial Bank & Trust
Missouri
$18.3K +$18.2K +105 New
SWM
289
Spire Wealth Management
Virginia
$17.5K -$76.7K -443 -82%
CA
290
Centerpoint Advisors
Massachusetts
$17K
BTI
291
Blue Trust Inc
Georgia
$15K +$14.5K +84 +4,200%
AGWCA
292
Annis Gardner Whiting Capital Advisors
Florida
$14.8K +$14.7K +85 New
RWS
293
Retirement Wealth Solutions
Wisconsin
$13.4K
Simplex Trading
294
Simplex Trading
Illinois
$13K +$12.5K +72 +2,400%
TH
295
TCTC Holdings
Texas
$11.7K -$18K -104 -61%
BI
296
Binnacle Investments
Iowa
$10.7K +$3.98K +23 +61%
HC
297
Hurley Capital
New York
$10.3K
BLC
298
Brown, Lisle/Cummings
Rhode Island
$8.73K
AF
299
Allworth Financial
California
$8.03K +$346 +2 +5%
BIG
300
Brooklyn Investment Group
New York
$6.99K -$6.24K -36 -47%

FSV Hedge Fund Activity: Q2 2025 in Review

322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2025, worth a combined $5.38B — up 6.4% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FSV positions and 27 closed out — a net gain of 14 holders — while 122 added to existing stakes and 109 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $128M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $68.1M.

  • 322 institutional investors held FirstService (FSV) as of Q2 2025, up from 315 in Q1 2025.
  • Funds reported $5.38B of FirstService stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 41 funds opened new FirstService positions in Q2 2025 and 27 closed out, a net change of +14 holders.
  • The largest FirstService buyer in Q2 2025 was Mackenzie Financial, an estimated $128M added.
  • The largest FirstService seller in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $68.1M sold.

Based on aggregated 13F filings for Q2 2025.