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FirstService

321 hedge funds and large institutions have $5.89B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$512M)

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 117

0.63% more ownership

Funds ownership: 67.63%68.26% (+0.63%)

0% less funds holding

Funds holding: 322321 (-1)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
121
Reduced
117
Closed
33
Calls
$362K
Puts
$438K
Net Calls
-$76K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
AAF
76
Andra AP-fonden
Sweden
$9.84M
Wells Fargo
77
Wells Fargo
California
$9.72M +$190K +983 +2%
CRC
78
Catawba River Capital
South Carolina
$9.08M -$5.42K -28 -0.1%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$8.69M +$1.56M +8,053 +21%
Barclays
80
Barclays
United Kingdom
$8.5M -$731K -3,780 -8%
Invesco
81
Invesco
Georgia
$8.16M -$1.08M -5,559 -11%
LM
82
Lincluden Management
Ontario, Canada
$7.78M -$462K -2,390 -5%
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$7.37M -$2.9K -15 -0%
Citigroup
84
Citigroup
New York
$7.18M +$6.13M +31,662 +528%
ACA
85
Aptus Capital Advisors
Alabama
$7.08M +$945K +4,882 +15%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$6.94M +$70.6K +365 +1%
ACM
87
Argent Capital Management
Missouri
$6.53M +$96K +496 +1%
CP
88
Cumberland Partners
Ontario, Canada
$6.43M -$584K -3,020 -8%
Aviva
89
Aviva
United Kingdom
$6.2M +$694K +3,588 +12%
PP
90
PDT Partners
New York
$6.07M -$4.84K -25 -0.1%
WCA
91
Waratah Capital Advisors
Ontario, Canada
$6.03M -$1.95M -10,063 -24%
SC
92
Scotia Capital
Ontario, Canada
$5.85M +$119K +613 +2%
CF
93
Canoe Financial
Alberta, Canada
$5.77M +$431K +2,230 +8%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$5.73M -$1.16M -6,000 -17%
N
95
Nuveen
North Carolina
$5.46M
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$5.34M +$140K +722 +3%
TI
97
Trexquant Investment
Connecticut
$5.27M +$4.03M +20,848 +306%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$5.26M +$522K +2,696 +11%
LCM
99
Legato Capital Management
California
$5.09M
MFWM
100
Motley Fool Wealth Management
Virginia
$4.95M -$695K -3,590 -12%

FSV Hedge Fund Activity: Q3 2025 in Review

321 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q3 2025, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FSV positions and 33 closed out — a net gain of 2 holders — while 121 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity International, adding an estimated $85.6M. The largest seller was Neuberger Berman Group, cutting an estimated $52.6M.

  • 321 institutional investors held FirstService (FSV) as of Q3 2025, down from 322 in Q2 2025.
  • Funds reported $5.89B of FirstService stock for Q3 2025, up 9.5% quarter-over-quarter.
  • 35 funds opened new FirstService positions in Q3 2025 and 33 closed out, a net change of +2 holders.
  • The largest FirstService buyer in Q3 2025 was Fidelity International, an estimated $85.6M added.
  • The largest FirstService seller in Q3 2025 was Neuberger Berman Group, an estimated $52.6M sold.

Based on aggregated 13F filings for Q3 2025.