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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
AssetMark Inc
301
AssetMark Inc
California
$2.65K
DMIC
302
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.49K +$2.63K +15 New
JWA
303
JFS Wealth Advisors
Pennsylvania
$2.32K
NFSG
304
Newbridge Financial Services Group
Florida
$2.32K
CA
305
Continuum Advisory
Idaho
$1.82K +$350 +2 +22%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$1.66K -$350 -2 -17%
BIA
307
Bell Investment Advisors
California
$1.66K
FGAM
308
Financial Gravity Asset Management
Texas
$1.33K +$1.4K +8 New
BFS
309
Bare Financial Services
Pennsylvania
$664 +$701 +4 New
NC
310
NewSquare Capital
Pennsylvania
$664 +$701 +4 New
TWD
311
True Wealth Design
Ohio
$498
BTI
312
Blue Trust Inc
Georgia
$332
MAS
313
MPWM Advisory Solutions
Georgia
$332
Jones Financial Companies
314
Jones Financial Companies
Missouri
$166 -$3.33K -19 -95%
Millennium Management
315
Millennium Management
New York
-$4.9M -27,090 Closed
AM
316
AGF Management
Ontario, Canada
-$4.44M -24,527 Closed
EGI
317
EAM Global Investors
California
-$2.61M -14,427 Closed
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
-$1.29M -7,070 Closed
EI
319
EAM Investors
California
-$1.04M -5,749 Closed
AI
320
AXS Investments
New York
-$746K -4,120 Closed
TI
321
Trexquant Investment
Connecticut
-$448K -2,473 Closed
HF
322
HRT Financial
New York
-$393K -2,175 Closed
BWG
323
Berry Wealth Group
Texas
-$323K -1,786 Closed
YIH
324
Y-Intercept (HK)
Hong Kong
-$308K -1,703 Closed
CAM
325
Congress Asset Management
Massachusetts
-$232K -1,284 Closed

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.