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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
BFS
176
Bradley Foster & Sargent
Connecticut
$787K -$474K -2,738 -38%
SICM
177
Sustainable Insight Capital Management
New York
$771K +$312K +1,800 +69%
SLAM
178
Swiss Life Asset Management
$758K +$24.1K +139 +3%
Public Sector Pension Investment Board (PSP Investments)
179
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$710K +$17.3K +100 +3%
AI
180
Atria Investments
North Carolina
$695K +$263K +1,519 +62%
CGH
181
Crossmark Global Holdings
Texas
$674K +$9.7K +56 +1%
EGM
182
Engineers Gate Manager
New York
$669K +$663K +3,830 New
Verition Fund Management
183
Verition Fund Management
Connecticut
$656K +$113K +651 +21%
FFA
184
Farther Finance Advisors
California
$635K +$2.42K +14 +0.4%
UB
185
UMB Bank
Missouri
$630K -$2.42K -14 -0.4%
RWM
186
Ritholtz Wealth Management
New York
$604K +$222K +1,284 +59%
AllianceBernstein
187
AllianceBernstein
Tennessee
$582K -$33.3K -192 -5%
IIM
188
INTECH Investment Management
Florida
$577K +$574K +3,315 New
Mariner
189
Mariner
Kansas
$565K +$211K +1,217 +60%
TRCT
190
Tower Research Capital (TRC)
New York
$556K +$156K +899 +39%
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$552K -$1.21M -6,958 -69%
Two Sigma Investments
192
Two Sigma Investments
New York
$534K -$573K -3,311 -52%
HighTower Advisors
193
HighTower Advisors
Illinois
$530K -$3.81K -22 -0.7%
SSA
194
Schonfeld Strategic Advisors
New York
$528K -$194K -1,119 -27%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$509K -$56.6K -327 -10%
OWM
196
Orgel Wealth Management
Wisconsin
$500K
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$482K +$478K +2,759 New
P
198
&Partners
Tennessee
$482K +$37.8K +218 +9%
Macquarie Group
199
Macquarie Group
Australia
$466K
First Trust Advisors
200
First Trust Advisors
Illinois
$466K -$34.5K -199 -7%

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.