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First Business Financial Services

139 hedge funds and large institutions have $311M invested in First Business Financial Services in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

6% more capital invested

Capital invested by funds: $292M → $311M (+$18.4M)

2% more funds holding

Funds holding: 136139 (+3)

0.23% more ownership

Funds ownership: 68.48%68.71% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$735K +$21.1K +403 +3%
Lazard Asset Management
52
Lazard Asset Management
New York
$677K +$41.8K +799 +7%
TI
53
Trexquant Investment
Connecticut
$671K +$646K +12,360 New
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$662K -$11.5K -220 -2%
Principal Financial Group
55
Principal Financial Group
Iowa
$618K +$177K +3,392 +42%
Invesco
56
Invesco
Georgia
$609K +$96.6K +1,848 +20%
QCM
57
Quantinno Capital Management
New York
$561K +$262K +5,010 +94%
Osaic Holdings
58
Osaic Holdings
Arizona
$560K -$14.5K -277 -3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$527K -$91.5K -1,749 -15%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$520K +$197K +3,761 +65%
KAS
61
Kestra Advisory Services
Texas
$500K
A
62
AlphaQuest
New York
$499K +$480K +9,180 +459,000%
IQI
63
Integrated Quantitative Investments
Washington
$499K +$480K +9,182 New
Wells Fargo
64
Wells Fargo
California
$488K +$150K +2,874 +47%
AA
65
ALPS Advisors
Colorado
$482K +$4.08K +78 +0.9%
WETS
66
Wealth Enhancement Trust Services
South Dakota
$462K +$445K +8,510 New
LCM
67
Legato Capital Management
California
$456K +$440K +8,404 New
MWM
68
Mattern Wealth Management
Kansas
$434K
IC
69
IEQ Capital
California
$434K +$45.7K +873 +12%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$411K -$4.55K -87 -1%
RS
71
R Squared
Hong Kong
$389K +$375K +7,168 New
Deutsche Bank
72
Deutsche Bank
Germany
$388K
MAM
73
Martingale Asset Management
Massachusetts
$380K
1IA
74
1834 Investment Advisors
Wisconsin
$365K +$1.88K +36 +0.5%
Prudential Financial
75
Prudential Financial
New Jersey
$351K -$69.6K -1,330 -17%