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First Business Financial Services

144 hedge funds and large institutions have $312M invested in First Business Financial Services in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 36

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

4% more funds holding

Funds holding: 139144 (+5)

0.54% more ownership

Funds ownership: 68.71%69.24% (+0.54%)

0% more capital invested

Capital invested by funds: $311M → $312M (+$1.09M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
59
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$9.38K
MAM
127
Meeder Asset Management
Ohio
$9.11K +$9.39K +169 New
AF
128
Allworth Financial
California
$8.79K +$1.56K +28 +21%
S
129
SignatureFD
Georgia
$8.25K +$111 +2 +1%
Optiver Holding
130
Optiver Holding
Netherlands
$4.42K +$445 +8 +11%
Osaic Holdings
131
Osaic Holdings
Arizona
$3.83K -$569K -10,236 -99%
SAM
132
Smartleaf Asset Management
Massachusetts
$2.76K +$889 +16 +46%
FFA
133
Farther Finance Advisors
California
$2.35K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$1.83K
Simplex Trading
135
Simplex Trading
Illinois
$1.56K +$1.61K +29 New
RIL
136
Rothschild Investment LLC
Illinois
$1.51K +$167 +3 +12%
TWD
137
True Wealth Design
Ohio
$1.19K
MCM
138
MAI Capital Management
Ohio
$1.13K +$945 +17 +425%
AAP
139
Arax Advisory Partners
Colorado
$1.02K +$945 +17 +850%
PA
140
Parallel Advisors
California
$809 +$834 +15 New
RFP
141
Root Financial Partners
California
$593 +$611 +11 New
AssetMark Inc
142
AssetMark Inc
California
$431
SIC
143
SJS Investment Consulting
Ohio
$378 +$111 +2 +40%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$270
Principal Financial Group
145
Principal Financial Group
Iowa
-$618K -11,377 Closed
A
146
AlphaQuest
New York
-$499K -9,182 Closed
AA
147
ALPS Advisors
Colorado
-$482K -8,878 Closed
SPS
148
Susquehanna Portfolio Strategies
Pennsylvania
-$202K -3,720 Closed
FA
149
Fedenia Advisers
Wisconsin
-$201K -3,700 Closed
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$177K -3,260 Closed