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FirstService

279 hedge funds and large institutions have $4.61B invested in FirstService in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.43B → $4.61B (+$177M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 69.13%69.53% (+0.41%)

7% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $7.62M

6% less funds holding

Funds holding: 298279 (-19)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
279
Holders Change
-19
Holders Change %
-6.38%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
43
Increased
106
Reduced
103
Closed
59
Calls
$7.12M
Puts
$7.62M
Net Calls
-$497K
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
26
Picton Mahoney Asset Management
Ontario, Canada
$46.8M +$11.9M +85,881 +35%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$44.2M -$39.2M -282,375 -48%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$41.5M -$39.7M -286,467 -50%
LCM
29
Lionstone Capital Management
New York
$41.3M +$4.02M +28,965 +11%
Goldman Sachs
30
Goldman Sachs
New York
$40.9M +$15.8M +114,006 +66%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$38.2M -$1.21M -8,711 -3%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$37.5M +$4.2M +30,289 +13%
Bank of America
33
Bank of America
North Carolina
$37M +$2.81M +20,286 +8%
MBI
34
Montrusco Bolton Investments
Quebec, Canada
$36.2M -$1.27M -9,155 -3%
American Century Companies
35
American Century Companies
Missouri
$35.8M -$6.65M -47,906 -16%
BFS
36
Baskin Financial Services
Ontario, Canada
$35M -$561K -4,044 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$34.5M -$2.75M -19,820 -8%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$32.6M -$8.99M -64,828 -22%
AC
39
AltraVue Capital
Washington
$32.1M +$13.8M +99,370 +79%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$30.4M -$3.51M -25,270 -11%
Fidelity International
41
Fidelity International
Bermuda
$30.1M -$24.3M -175,042 -45%
SAM
42
SEB Asset Management
$27.9M -$4.25M -30,600 -13%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$26.8M +$341K +2,458 +2%
FAM
44
Fred Alger Management
New York
$26.8M -$24.7M -178,007 -49%
Deutsche Bank
45
Deutsche Bank
Germany
$20.3M +$1.85M +13,349 +10%
JSA
46
Jacobson & Schmitt Advisors
Wisconsin
$20.2M -$797K -5,745 -4%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.2M +$5.44M +39,187 +38%
William Blair & Company
48
William Blair & Company
Illinois
$19.4M -$1.36M -9,775 -7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$19M -$652K -4,700 -3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$18.3M -$2.6M -18,714 -13%

FSV Hedge Fund Activity: Q2 2026 in Review

279 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2026, worth a combined $4.61B — up 4% from $4.43B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FSV and 43 opened new positions — a net loss of 16 holders — while 103 trimmed existing stakes and 106 added.

The largest buyer was 1832 Asset Management, adding an estimated $176M. The largest seller was Mackenzie Financial, cutting an estimated $99.2M.

  • 279 institutional investors held FirstService (FSV) as of Q2 2026, down from 298 in Q1 2026.
  • Funds reported $4.61B of FirstService stock for Q2 2026, up 4% quarter-over-quarter.
  • 43 funds opened new FirstService positions in Q2 2026 and 59 closed out, a net change of -16 holders.
  • The largest FirstService buyer in Q2 2026 was 1832 Asset Management, an estimated $176M added.
  • The largest FirstService seller in Q2 2026 was Mackenzie Financial, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2026.