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First Business Financial Services

117 hedge funds and large institutions have $285M invested in First Business Financial Services in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $264M → $285M (+$21.2M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 116117 (+1)

0.2% more ownership

Funds ownership: 67.46%67.66% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$607K -$6.23K -130 -1%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$592K +$9.54K +199 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$536K -$2.59K -54 -0.5%
JP Morgan Chase
54
JP Morgan Chase
New York
$526K -$561K -11,704 -53%
ZIM
55
Zacks Investment Management
Illinois
$493K -$10.1K -210 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$486K -$44.7K -932 -9%
KAS
57
Kestra Advisory Services
Texas
$466K
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$412K -$19.2K -401 -5%
MWM
59
Mattern Wealth Management
Kansas
$405K
EGM
60
Engineers Gate Manager
New York
$400K +$170K +3,553 +82%
Man Group
61
Man Group
United Kingdom
$394K -$65.1K -1,357 -15%
Prudential Financial
62
Prudential Financial
New Jersey
$393K -$24.2K -504 -6%
MAM
63
Martingale Asset Management
Massachusetts
$375K -$24.3K -507 -6%
Bank of America
64
Bank of America
North Carolina
$347K -$49K -1,022 -13%
1IA
65
1834 Investment Advisors
Wisconsin
$337K +$1.87K +39 +0.6%
Jane Street
66
Jane Street
New York
$336K +$318K +6,630 New
TIM
67
Thompson Investment Management
Wisconsin
$305K
UBS Group
68
UBS Group
Switzerland
$298K +$72.3K +1,507 +35%
JF
69
Jump Financial
Illinois
$280K +$58.6K +1,222 +28%
EC
70
EntryPoint Capital
New York
$278K +$4.46K +93 +2%
Deutsche Bank
71
Deutsche Bank
Germany
$275K -$96.2K -2,006 -27%
RS
72
R Squared
Hong Kong
$275K +$260K +5,421 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$272K -$144 -3 -0.1%
First Trust Advisors
74
First Trust Advisors
Illinois
$269K +$15.7K +327 +7%
Wells Fargo
75
Wells Fargo
California
$260K +$22.1K +461 +10%

FBIZ Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2025, worth a combined $285M — up 8% from $264M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FBIZ positions and 13 closed out — a net gain of 1 holder — while 43 added to existing stakes and 37 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.21M. The largest seller was BlackRock, cutting an estimated $2.8M.

  • 117 institutional investors held First Business Financial Services (FBIZ) as of Q2 2025, up from 116 in Q1 2025.
  • Funds reported $285M of First Business Financial Services stock for Q2 2025, up 8% quarter-over-quarter.
  • 14 funds opened new First Business Financial Services positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest First Business Financial Services buyer in Q2 2025 was American Century Companies, an estimated $1.21M added.
  • The largest First Business Financial Services seller in Q2 2025 was BlackRock, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2025.