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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
NC
301
NewSquare Capital
Pennsylvania
$6.99K +$6.24K +36 +900%
PP
302
Pacifica Partners
Canada
$6.73K +$6.93K +40 New
IHWM
303
Iron Horse Wealth Management
Iowa
$6.46K
AF
304
Advisornet Financial
Minnesota
$6.11K
CPG
305
Cornerstone Planning Group
New Jersey
$5.92K -$2.6K -15 -33%
SO
306
Sierra Ocean
California
$5.24K
AssetMark Inc
307
AssetMark Inc
California
$5.06K +$2.25K +13 +81%
DWM
308
Dogwood Wealth Management
Kansas
$4.25K +$4.16K +24 New
NA
309
NewEdge Advisors
Louisiana
$3.68K
WA
310
WPG Advisers
Maryland
$3.14K -$1.39K -8 -31%
SS
311
SBI Securities
Japan
$3.14K +$3.12K +18 New
TPCW
312
TD Private Client Wealth
New York
$3.14K +$3.12K +18 New
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.44K
NFSG
314
Newbridge Financial Services Group
Florida
$2.44K
IA
315
IFP Advisors
Florida
$2.27K -$2.77K -16 -55%
LFG
316
Larson Financial Group
Missouri
$2.1K +$2.08K +12 New
BIA
317
Bell Investment Advisors
California
$1.75K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$520 -3 -30%
BFS
319
Bare Financial Services
Pennsylvania
$698
TPWA
320
Twin Peaks Wealth Advisors
California
$586 +$520 +3 New
TWD
321
True Wealth Design
Ohio
$524
Jones Financial Companies
322
Jones Financial Companies
Missouri
$173
Focus Partners Wealth
323
Focus Partners Wealth
Massachusetts
-$29.2M -176,141 Closed
TPM
324
Triasima Portfolio Management
Quebec, Canada
-$2.41M -14,549 Closed
Two Sigma Advisers
325
Two Sigma Advisers
New York
-$2.34M -14,108 Closed

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.