We are live on ! Find out more
FBIZ icon

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
UBS AM
126
UBS AM
Illinois
$5.1K +$4.92K +94 New
Optiver Holding
127
Optiver Holding
Netherlands
$4.02K
FFA
128
Farther Finance Advisors
California
$2.33K +$2.14K +41 +2,050%
SAM
129
Smartleaf Asset Management
Massachusetts
$1.92K +$1.83K +35 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$1.85K
RIL
131
Rothschild Investment LLC
Illinois
$1.36K +$784 +15 +150%
TWD
132
True Wealth Design
Ohio
$1.2K +$157 +3 +16%
PWA
133
Physician Wealth Advisors
Utah
$761
AssetMark Inc
134
AssetMark Inc
California
$434
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$272
SIC
136
SJS Investment Consulting
Ohio
$272 +$261 +5 New
MCM
137
MAI Capital Management
Ohio
$218 +$209 +4 New
AAP
138
Arax Advisory Partners
Colorado
$109 -$215K -4,102 -100%
CA
139
Clearstead Advisors
Ohio
$55 -$523 -10 -91%
EF
140
Empowered Funds
Pennsylvania
-$1.88M -36,661 Closed
Two Sigma Advisers
141
Two Sigma Advisers
New York
-$774K -15,100 Closed
FL
142
Fourthstone LLC
Missouri
-$622K -12,131 Closed
CP
143
CenterBook Partners
Connecticut
-$533K -10,390 Closed
ZIM
144
Zacks Investment Management
Illinois
-$499K -9,727 Closed
SCM
145
Semanteon Capital Management
Massachusetts
-$262K -5,102 Closed
Los Angeles Capital Management
146
Los Angeles Capital Management
California
-$220K -4,298 Closed
VEA
147
Virtus ETF Advisers
New York
-$109K -2,133 Closed
WANY
148
Wealthspire Advisors (New York)
New York
-$92.3K -1,800 Closed
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
-$33.4K -652 Closed
Macquarie Group
150
Macquarie Group
Australia
-$19K -370 Closed