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First Business Financial Services
FBIZ

Overview Fund Activity

115 hedge funds and large institutions have $264M invested in First Business Financial Services in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
39
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$6.41M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.32M
3
American Century Companies
American Century Companies
Missouri
+$1.61M
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.3M
5
FBFS
First Business Financial Services
Wisconsin
+$836K

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.93M
2
BFC
Banc Funds Company
Illinois
-$2.79M
3
FL
Fourthstone LLC
Missouri
-$1.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.32M
5
Invesco
Invesco
Georgia
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$2.12M – – –
EF
27
Empowered Funds
Pennsylvania
$1.96M -$163K -3,450 -8%
Franklin Resources
28
Franklin Resources
California
$1.94M -$783K -16,607 -29%
Morgan Stanley
29
Morgan Stanley
New York
$1.86M -$157K -3,322 -8%
UCI
30
Uncommon Cents Investing
Wisconsin
$1.64M -$63K -1,337 -4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.53M -$32.3K -685 -2%
Barclays
32
Barclays
United Kingdom
$1.21M -$208K -4,410 -15%
Ameriprise
33
Ameriprise
Minnesota
$1.14M -$132K -2,801 -10%
GCM
34
Gator Capital Management
Florida
$1.12M – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$1.1M +$204K +4,329 +23%
NL
36
Nuveen LLC
North Carolina
$1.08M +$1.08M +23,004 New
Charles Schwab
37
Charles Schwab
California
$1.05M +$30.3K +642 +3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.04M -$1.32M -27,922 -56%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1M – – –
Millennium Management
40
Millennium Management
New York
$909K +$295K +6,263 +48%
US Bancorp
41
US Bancorp
Minnesota
$843K -$1.93K -41 -0.2%
EI
42
EAM Investors
California
$831K +$831K +17,624 New
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$782K +$8.39K +178 +1%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$721K +$42.4K +900 +6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$689K +$26.2K +556 +4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$645K +$20.3K +431 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$624K +$49.4K +1,047 +9%
Lazard Asset Management
48
Lazard Asset Management
New York
$619K +$299K +6,351 +94%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$611K +$199K +4,214 +48%
Creative Planning
50
Creative Planning
Kansas
$571K +$243K +5,160 +74%
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