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FirstService

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 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 65.59%67.56% (+2%)

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
319
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Copeland Capital Management
Pennsylvania
$61.5M
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$56.7M
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$56.1M
PMAM
29
Picton Mahoney Asset Management
Ontario, Canada
$56M
TD Asset Management
30
TD Asset Management
Ontario, Canada
$48.7M
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$48.2M
American Century Companies
32
American Century Companies
Missouri
$44.1M
BFS
33
Baskin Financial Services
Ontario, Canada
$44M
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$43.7M
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$42M
Bank of America
36
Bank of America
North Carolina
$38.8M
LCM
37
Lionstone Capital Management
New York
$37.8M
Brown Advisory
38
Brown Advisory
Maryland
$36.7M
ClearBridge Investments
39
ClearBridge Investments
New York
$35.9M
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$34.9M
Bessemer Group
41
Bessemer Group
New Jersey
$33.6M
Legal & General Group
42
Legal & General Group
United Kingdom
$32M
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$30.8M
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$29.8M
Raymond James Financial
45
Raymond James Financial
Florida
$28M
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$27.5M
Bank of Nova Scotia
47
Bank of Nova Scotia
Ontario, Canada
$26.1M
William Blair & Company
48
William Blair & Company
Illinois
$25.4M
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$25.3M
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.4M