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FirstService
FSV

Overview Fund Activity

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 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
42
Increased
121
Reduced
108
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$129M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$22.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$22M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$68.6M
2
American Century Companies
American Century Companies
Missouri
-$49.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.3M
4
DCP
Durable Capital Partners
Maryland
-$33.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
201
Argonautica Private Wealth Management
Massachusetts
$437K -$7.86K -45 -2%
IMCOOI
202
Investment Management Corp of Ontario (IMCO)
Canada
$435K -$34.9K -200 -7%
XT
203
XTX Topco
Cayman Islands
$427K -$213K -1,217 -33%
WC
204
Westerkirk Capital
$419K +$419K +2,400 New
SCA
205
Snowden Capital Advisors
New York
$418K -$2.8K -16 -0.7%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$416K -$22K -123 -5%
KCM
207
Kornitzer Capital Management
Kansas
$414K – – –
YMRC
208
Yorktown Management & Research Company
Virginia
$402K – – –
Squarepoint
209
Squarepoint
New York
$399K +$399K +2,286 New
GIBU
210
Gulf International Bank (UK)
United Kingdom
$399K – – –
Polen Capital Management
211
Polen Capital Management
Florida
$392K -$4.78M -27,401 -92%
DWM
212
Diversify Wealth Management
Utah
$391K -$23.8K -122 -6%
Capstone Investment Advisors
213
Capstone Investment Advisors
New York
$385K +$385K +2,206 New
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383K +$383K +2,200 New
NAM
215
NorthCrest Asset Manangement
Minnesota
$379K -$16.1K -90 -4%
VF
216
Vista Finance
Missouri
$363K +$14.1K +81 +4%
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$363K +$2.1K +12 +0.6%
TIM
218
Thompson Investment Management
Wisconsin
$360K – – –
1C
219
111 Capital
France
$355K +$131K +748 +58%
NIM
220
Nexus Investment Management
Ontario, Canada
$349K – – –
GT
221
Greenleaf Trust
Michigan
$340K +$175 +1 +0.1%
Osaic Holdings
222
Osaic Holdings
Arizona
$338K +$97.6K +555 +41%
Cerity Partners
223
Cerity Partners
New York
$321K -$41.9K -240 -12%
SPIA
224
Steward Partners Investment Advisory
New York
$316K +$1.92K +11 +0.6%
CF
225
Centaurus Financial
California
$310K -$6.12K -35 -2%
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