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First Business Financial Services

136 hedge funds and large institutions have $292M invested in First Business Financial Services in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

16% more funds holding

Funds holding: 117136 (+19)

2% more capital invested

Capital invested by funds: $285M → $292M (+$6.95M)

0.82% more ownership

Funds ownership: 67.66%68.48% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
48
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.2M -$3.3M -64,500 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.9M -$195K -3,807 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.7M +$1.56M +30,499 +7%
FBFS
4
First Business Financial Services
Wisconsin
$19.2M -$1.04M -20,258 -5%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M -$270K -5,273 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.7M +$2.22M +43,342 +23%
American Century Companies
7
American Century Companies
Missouri
$10.2M +$1.37M +26,755 +16%
BFC
8
Banc Funds Company
Illinois
$9.92M -$3.63M -70,953 -27%
State Street
9
State Street
Massachusetts
$8.15M +$166K +3,250 +2%
CCM
10
Cutler Capital Management
Massachusetts
$7.97M -$15.7K -306 -0.2%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$7.41M -$170K -3,321 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.26M -$466K -9,100 -6%
LSV Asset Management
13
LSV Asset Management
Illinois
$6.38M +$1.96M +38,364 +45%
DLP
14
De Lisle Partners
United Kingdom
$4.8M +$256K +5,000 +6%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$4.3M -$1.03M -20,100 -19%
AQR Capital Management
16
AQR Capital Management
Connecticut
$4.29M +$3.02M +58,972 +239%
Northern Trust
17
Northern Trust
Illinois
$4.25M +$140K +2,727 +3%
BCM
18
Bridgeway Capital Management
Texas
$3.69M -$504K -9,844 -12%
Federated Hermes
19
Federated Hermes
Pennsylvania
$3.68M +$31.3K +611 +0.9%
AllianceBernstein
20
AllianceBernstein
Tennessee
$3.66M -$25.6K -500 -0.7%
MI
21
M3F Inc
Utah
$3.41M -$1.54M -30,084 -31%
PCM
22
Poehling Capital Management
Wisconsin
$2.99M
VIM
23
Vista Investment Management
Pennsylvania
$2.68M -$57.5K -1,123 -2%
Ameriprise
24
Ameriprise
Minnesota
$2.54M +$244K +4,763 +11%
Goldman Sachs
25
Goldman Sachs
New York
$2.53M +$819K +16,007 +48%

FBIZ Hedge Fund Activity: Q3 2025 in Review

136 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2025, worth a combined $292M — up 2.4% from $285M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FBIZ positions and 8 closed out — a net gain of 19 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $3.02M. The largest seller was Banc Funds Company, cutting an estimated $3.63M.

  • 136 institutional investors held First Business Financial Services (FBIZ) as of Q3 2025, up from 117 in Q2 2025.
  • Funds reported $292M of First Business Financial Services stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 27 funds opened new First Business Financial Services positions in Q3 2025 and 8 closed out, a net change of +19 holders.
  • The largest First Business Financial Services buyer in Q3 2025 was AQR Capital Management, an estimated $3.02M added.
  • The largest First Business Financial Services seller in Q3 2025 was Banc Funds Company, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2025.