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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$454K +$160K +925 +55%
TW
202
TritonPoint Wealth
Maryland
$443K +$42.3K +244 +11%
APWM
203
Argonautica Private Wealth Management
Massachusetts
$437K -$7.79K -45 -2%
IMCOOI
204
Investment Management Corp of Ontario (IMCO)
Canada
$435K -$34.6K -200 -7%
XT
205
XTX Topco
Cayman Islands
$427K -$211K -1,217 -33%
WC
206
Westerkirk Capital
$419K +$416K +2,400 New
SCA
207
Snowden Capital Advisors
New York
$418K -$2.77K -16 -0.7%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$416K -$21.3K -123 -5%
KCM
209
Kornitzer Capital Management
Kansas
$414K
YMRC
210
Yorktown Management & Research Company
Virginia
$402K
Squarepoint
211
Squarepoint
New York
$399K +$396K +2,286 New
GIBU
212
Gulf International Bank (UK)
United Kingdom
$399K
Polen Capital Management
213
Polen Capital Management
Florida
$392K -$4.75M -27,401 -92%
DWM
214
Diversify Wealth Management
Utah
$391K -$21.1K -122 -6%
Capstone Investment Advisors
215
Capstone Investment Advisors
New York
$385K +$382K +2,206 New
Grantham, Mayo, Van Otterloo & Co (GMO)
216
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383K +$381K +2,200 New
NAM
217
NorthCrest Asset Manangement
Minnesota
$379K -$15.6K -90 -4%
VF
218
Vista Finance
Missouri
$363K +$14K +81 +4%
RhumbLine Advisers
219
RhumbLine Advisers
Massachusetts
$363K +$2.08K +12 +0.6%
TIM
220
Thompson Investment Management
Wisconsin
$360K
1C
221
111 Capital
France
$355K +$130K +748 +58%
NIM
222
Nexus Investment Management
Ontario, Canada
$349K
GT
223
Greenleaf Trust
Michigan
$340K +$173 +1 +0.1%
Cerity Partners
224
Cerity Partners
New York
$321K -$41.6K -240 -12%
SPIA
225
Steward Partners Investment Advisory
New York
$316K +$1.91K +11 +0.6%

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.