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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 %
SO
301
Sierra Ocean
California
$5.24K 30 – –
AssetMark Inc
302
AssetMark Inc
California
$5.06K 29 +13 +81%
DWM
303
Dogwood Wealth Management
Kansas
$4.25K 24 +24 New
NA
304
NewEdge Advisors
Louisiana
$3.68K 21 – –
WA
305
WPG Advisers
Maryland
$3.14K 18 -8 -31%
SS
306
SBI Securities
Japan
$3.14K 18 +18 New
TPCW
307
TD Private Client Wealth
New York
$3.14K 18 +18 New
JWA
308
JFS Wealth Advisors
Pennsylvania
$2.45K 14 – –
NFSG
309
Newbridge Financial Services Group
Florida
$2.45K 14 – –
IA
310
IFP Advisors
Florida
$2.27K 13 -16 -55%
LFG
311
Larson Financial Group
Missouri
$2.1K 12 +12 New
BIA
312
Bell Investment Advisors
California
$1.75K 10 – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$1.22K 7 -3 -30%
BFS
314
Bare Financial Services
Pennsylvania
$698 4 – –
TPWA
315
Twin Peaks Wealth Advisors
California
$586 3 +3 New
TWD
316
True Wealth Design
Ohio
$524 3 – –
Jones Financial Companies
317
Jones Financial Companies
Missouri
$173 1 – –
Focus Partners Wealth
318
Focus Partners Wealth
Massachusetts
– – -176,141 Closed
AIMCA
319
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -24,300 Closed
TPM
320
Triasima Portfolio Management
Quebec, Canada
– – -14,549 Closed
Two Sigma Advisers
321
Two Sigma Advisers
New York
– – -14,108 Closed
PIM
322
Plato Investment Management
Australia
– – -7,940 Closed
ACM
323
Aquatic Capital Management
Illinois
– – -6,886 Closed
ET
324
Entropy Technologies
New York
– – -5,300 Closed
FDP
325
Financiere des Professionnels
Quebec, Canada
– – -5,031 Closed
10 11 12
13
14