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First Business Financial Services

104 hedge funds and large institutions have $257M invested in First Business Financial Services in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

11% more funds holding

Funds holding: 94104 (+10)

6% more capital invested

Capital invested by funds: $241M → $257M (+$15.6M)

3.06% more ownership

Funds ownership: 63.82%66.88% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
49
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
51
GSA Capital Partners
United Kingdom
$543K +$85.7K +1,830 +18%
Bank of America
52
Bank of America
North Carolina
$533K +$198K +4,221 +58%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$525K +$2.39K +51 +0.5%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$461K +$466K +9,954 New
KAS
55
Kestra Advisory Services
Texas
$426K
Deutsche Bank
56
Deutsche Bank
Germany
$424K +$149K +3,183 +53%
RP
57
Riverwater Partners
Wisconsin
$421K -$148K -3,160 -26%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$405K +$410K +8,753 New
MWM
59
Mattern Wealth Management
Kansas
$370K
Citigroup
60
Citigroup
New York
$342K +$24.7K +528 +8%
Creative Planning
61
Creative Planning
Kansas
$322K +$103K +2,205 +46%
Lazard Asset Management
62
Lazard Asset Management
New York
$314K +$105K +2,252 +50%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$310K -$101K -2,147 -24%
1IA
64
1834 Investment Advisors
Wisconsin
$305K +$1.59K +34 +0.5%
TIM
65
Thompson Investment Management
Wisconsin
$279K
PP
66
PDT Partners
New York
$267K +$270K +5,773 New
Citadel Advisors
67
Citadel Advisors
Florida
$248K +$251K +5,362 New
First Trust Advisors
68
First Trust Advisors
Illinois
$232K +$235K +5,014 New
MIM
69
MetLife Investment Management
New Jersey
$221K
BFIM
70
Beese Fulmer Investment Management
Ohio
$220K
AQR Capital Management
71
AQR Capital Management
Connecticut
$218K +$221K +4,711 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$217K +$219K +4,682 New
EFL
73
ERn Financial LLC
Wisconsin
$214K
Wells Fargo
74
Wells Fargo
California
$212K +$47.8K +1,021 +29%
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$207K +$9.65K +206 +5%

FBIZ Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2024, worth a combined $257M — up 6.5% from $241M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FBIZ positions and 8 closed out — a net gain of 10 holders — while 49 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $6.77M. The largest seller was Banc Funds Company, cutting an estimated $3.19M.

  • 104 institutional investors held First Business Financial Services (FBIZ) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $257M of First Business Financial Services stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new First Business Financial Services positions in Q4 2024 and 8 closed out, a net change of +10 holders.
  • The largest First Business Financial Services buyer in Q4 2024 was BlackRock, an estimated $6.77M added.
  • The largest First Business Financial Services seller in Q4 2024 was Banc Funds Company, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2024.