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
APWM
201
Argonautica Private Wealth Management
Massachusetts
$437K
IMCOOI
202
Investment Management Corp of Ontario (IMCO)
Canada
$435K
XT
203
XTX Topco
Cayman Islands
$427K
WC
204
Westerkirk Capital
$419K
SCA
205
Snowden Capital Advisors
New York
$418K
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$416K
KCM
207
Kornitzer Capital Management
Kansas
$414K
YMRC
208
Yorktown Management & Research Company
Virginia
$402K
Squarepoint
209
Squarepoint
New York
$399K
GIBU
210
Gulf International Bank (UK)
United Kingdom
$399K
Polen Capital Management
211
Polen Capital Management
Florida
$392K
DWM
212
Diversify Wealth Management
Utah
$391K
Capstone Investment Advisors
213
Capstone Investment Advisors
New York
$385K
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383K
NAM
215
NorthCrest Asset Manangement
Minnesota
$379K
VF
216
Vista Finance
Missouri
$363K
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$363K
TIM
218
Thompson Investment Management
Wisconsin
$360K
1C
219
111 Capital
France
$355K
NIM
220
Nexus Investment Management
Ontario, Canada
$349K
GT
221
Greenleaf Trust
Michigan
$340K
Osaic Holdings
222
Osaic Holdings
Arizona
$338K
Cerity Partners
223
Cerity Partners
New York
$321K
SPIA
224
Steward Partners Investment Advisory
New York
$316K
CF
225
Centaurus Financial
California
$310K