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FirstService
FSV

Overview Fund Activity

312 hedge funds and large institutions have $4.96B invested in FirstService in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
126
Reduced
103
Closed
24
Calls
$17K
Puts
$199K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$60M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$39.3M
3
OAG
Orbis Allan Gray
Bermuda
+$37.2M
4
Morgan Stanley
Morgan Stanley
New York
+$35.3M
5
Brown Advisory
Brown Advisory
Maryland
+$30.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$89.3M
2
DCP
Durable Capital Partners
Maryland
-$69.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$62.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$38.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
301
Newbridge Financial Services Group
Florida
$2.32K – – –
CA
302
Continuum Advisory
Idaho
$1.83K +$332 +2 +22%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$1.66K -$332 -2 -17%
BIA
304
Bell Investment Advisors
California
$1.66K – – –
FGAM
305
Financial Gravity Asset Management
Texas
$1.33K +$1.33K +8 New
BFS
306
Bare Financial Services
Pennsylvania
$664 +$664 +4 New
NC
307
NewSquare Capital
Pennsylvania
$664 +$664 +4 New
TWD
308
True Wealth Design
Ohio
$498 – – –
MAS
309
MPWM Advisory Solutions
Georgia
$332 – – –
BTI
310
Blue Trust Inc
Georgia
$332 – – –
Jones Financial Companies
311
Jones Financial Companies
Missouri
$166 -$3.15K -19 -95%
Norges Bank
312
Norges Bank
Norway
– -$98.6M -545,089 Closed
Millennium Management
313
Millennium Management
New York
– -$4.9M -27,090 Closed
AM
314
AGF Management
Ontario, Canada
– -$4.44M -24,527 Closed
EGI
315
EAM Global Investors
California
– -$2.61M -14,427 Closed
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
– -$1.29M -7,070 Closed
EI
317
EAM Investors
California
– -$1.04M -5,749 Closed
AI
318
AXS Investments
New York
– -$746K -4,120 Closed
TI
319
Trexquant Investment
Connecticut
– -$448K -2,473 Closed
HF
320
HRT Financial
New York
– -$393K -2,175 Closed
BWG
321
Berry Wealth Group
Texas
– -$323K -1,786 Closed
YIH
322
Y-Intercept (HK)
Hong Kong
– -$308K -1,703 Closed
CWM
323
Congress Wealth Management
Massachusetts
– -$232K -1,284 Closed
CAM
324
Congress Asset Management
Massachusetts
– -$232K -1,284 Closed
MGP
325
Metis Global Partners
California
– -$225K -1,242 Closed
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