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FirstService
FSV

Overview Fund Activity

319 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, 121 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
4.28%
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
121
Reduced
108
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$129M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$22.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$22M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$68.6M
2
American Century Companies
American Century Companies
Missouri
-$49.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.3M
4
DCP
Durable Capital Partners
Maryland
-$33.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$6.11K – – –
CPG
302
Cornerstone Planning Group
New Jersey
$5.92K -$2.96K -15 -33%
SO
303
Sierra Ocean
California
$5.24K – – –
AssetMark Inc
304
AssetMark Inc
California
$5.06K +$2.27K +13 +81%
DWM
305
Dogwood Wealth Management
Kansas
$4.25K +$4.25K +24 New
NA
306
NewEdge Advisors
Louisiana
$3.68K – – –
WA
307
WPG Advisers
Maryland
$3.14K -$1.4K -8 -31%
TPCW
308
TD Private Client Wealth
New York
$3.14K +$3.14K +18 New
SS
309
SBI Securities
Japan
$3.14K +$3.14K +18 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$2.45K – – –
NFSG
311
Newbridge Financial Services Group
Florida
$2.45K – – –
IA
312
IFP Advisors
Florida
$2.27K -$2.79K -16 -55%
LFG
313
Larson Financial Group
Missouri
$2.1K +$2.1K +12 New
BIA
314
Bell Investment Advisors
California
$1.75K – – –
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$524 -3 -30%
BFS
316
Bare Financial Services
Pennsylvania
$698 – – –
TPWA
317
Twin Peaks Wealth Advisors
California
$586 +$586 +3 New
TWD
318
True Wealth Design
Ohio
$524 – – –
Jones Financial Companies
319
Jones Financial Companies
Missouri
$173 – – –
Focus Partners Wealth
320
Focus Partners Wealth
Massachusetts
– -$29.2M -176,141 Closed
AIMCA
321
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.03M -24,300 Closed
TPM
322
Triasima Portfolio Management
Quebec, Canada
– -$2.41M -14,549 Closed
Two Sigma Advisers
323
Two Sigma Advisers
New York
– -$2.34M -14,108 Closed
PIM
324
Plato Investment Management
Australia
– -$1.33M -7,940 Closed
ACM
325
Aquatic Capital Management
Illinois
– -$1.14M -6,886 Closed
10 11 12
13
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