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FirstService

279 hedge funds and large institutions have $4.61B invested in FirstService in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.43B → $4.61B (+$177M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 69.13%69.53% (+0.41%)

7% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $7.62M

6% less funds holding

Funds holding: 298279 (-19)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
279
Holders Change
-19
Holders Change %
-6.38%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
43
Increased
106
Reduced
103
Closed
59
Calls
$7.12M
Puts
$7.62M
Net Calls
-$497K
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Caprock Group
Idaho
$271K +$263K +1,898 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$260K -$14K -101 -5%
CGH
203
Crossmark Global Holdings
Texas
$256K -$44K -317 -15%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$252K -$2.19M -15,753 -90%
HR
205
Hardy Reed
Mississippi
$252K +$30K +216 +14%
MML Investors Services
206
MML Investors Services
Massachusetts
$247K +$35.2K +254 +17%
BHCM
207
Brevan Howard Capital Management
Jersey
$245K +$239K +1,722 New
P
208
&Partners
Tennessee
$240K -$25.8K -186 -10%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$239K -$76K -548 -25%
CFO
210
Callan Family Office
Pennsylvania
$228K -$589K -4,244 -73%
CIA
211
Concurrent Investment Advisors
Florida
$224K -$16.4K -118 -7%
SFA
212
Sequoia Financial Advisors
Ohio
$220K +$215K +1,547 New
IP
213
Intellectus Partners
California
$210K +$205K +1,475 New
RhumbLine Advisers
214
RhumbLine Advisers
Massachusetts
$209K -$15.7K -113 -7%
UM
215
UniSuper Management
Australia
$201K +$138K +997 New
MG
216
Mather Group
Illinois
$179K
PA
217
Parallel Advisors
California
$159K +$73K +526 +89%
NIM
218
Nexus Investment Management
Ontario, Canada
$142K
Royal London Asset Management
219
Royal London Asset Management
United Kingdom
$139K -$58.3K -420 -30%
N
220
Natixis
France
$122K +$18.5K +133 +18%
S
221
SignatureFD
Georgia
$119K +$12.2K +88 +12%
Osaic Holdings
222
Osaic Holdings
Arizona
$104K -$17.5K -126 -15%
Barclays
223
Barclays
United Kingdom
$80.9K +$971 +7 +1%
SNB
224
Security National Bank
Nebraska
$78.6K
AAP
225
Arax Advisory Partners
Colorado
$69.1K -$19.7K -142 -23%

FSV Hedge Fund Activity: Q2 2026 in Review

279 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2026, worth a combined $4.61B — up 4% from $4.43B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FSV and 43 opened new positions — a net loss of 16 holders — while 103 trimmed existing stakes and 106 added.

The largest buyer was 1832 Asset Management, adding an estimated $176M. The largest seller was Mackenzie Financial, cutting an estimated $99.2M.

  • 279 institutional investors held FirstService (FSV) as of Q2 2026, down from 298 in Q1 2026.
  • Funds reported $4.61B of FirstService stock for Q2 2026, up 4% quarter-over-quarter.
  • 43 funds opened new FirstService positions in Q2 2026 and 59 closed out, a net change of -16 holders.
  • The largest FirstService buyer in Q2 2026 was 1832 Asset Management, an estimated $176M added.
  • The largest FirstService seller in Q2 2026 was Mackenzie Financial, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2026.