FSV icon

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
SICM
176
Sustainable Insight Capital Management
New York
$771K
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$710K
AI
178
Atria Investments
North Carolina
$695K
CGH
179
Crossmark Global Holdings
Texas
$674K
EGM
180
Engineers Gate Manager
New York
$669K
Verition Fund Management
181
Verition Fund Management
Connecticut
$656K
FFA
182
Farther Finance Advisors
California
$635K
UB
183
UMB Bank
Missouri
$630K
RWM
184
Ritholtz Wealth Management
New York
$604K
AllianceBernstein
185
AllianceBernstein
Tennessee
$582K
IIM
186
INTECH Investment Management
Florida
$577K
Mariner
187
Mariner
Kansas
$565K
TRCT
188
Tower Research Capital (TRC)
New York
$556K
State of New Jersey Common Pension Fund D
189
State of New Jersey Common Pension Fund D
New Jersey
$552K
Two Sigma Investments
190
Two Sigma Investments
New York
$534K
HighTower Advisors
191
HighTower Advisors
Illinois
$530K
SSA
192
Schonfeld Strategic Advisors
New York
$528K
Fidelity Investments
193
Fidelity Investments
Massachusetts
$509K
OWM
194
Orgel Wealth Management
Wisconsin
$500K
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$482K
P
196
&Partners
Tennessee
$482K
Macquarie Group
197
Macquarie Group
Australia
$466K
First Trust Advisors
198
First Trust Advisors
Illinois
$466K
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$454K
TW
200
TritonPoint Wealth
Maryland
$443K