262 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

83% less call options, than puts

Call options by funds: $267K | Put options by funds: $1.54M

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$267K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$216M
2 +$118M
3 +$37.2M
4
RA
Royce & Associates
New York
+$27.6M
5
SM
Sunriver Management
Connecticut
+$20.6M

Top Sellers

1 -$121M
2 -$25.8M
3 -$24.8M
4
Macquarie Group
Macquarie Group
Australia
-$20.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
DV Trading
Illinois
$10.1K
Bessemer Group
227
Bessemer Group
New Jersey
$10K
EWA
228
EverSource Wealth Advisors
Alabama
$9.94K
CTC
229
Central Trust Company
Missouri
$8.78K
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$7.32K
BBHC
231
Brown Brothers Harriman & Co
New York
$6.86K
NWS
232
Nvest Wealth Strategies
Ohio
$6.31K
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$6.21K
HCA
234
Harbor Capital Advisors
Illinois
$5K
ACM
235
Aster Capital Management
United Arab Emirates
$4.74K
FFA
236
Farther Finance Advisors
California
$4.69K
QCG
237
Quadrant Capital Group
Ohio
$4.59K
SS
238
SBI Securities
Japan
$4.39K
SAG
239
SageView Advisory Group
California
$4.04K
PA
240
Parallel Advisors
California
$3.08K
JSAM
241
J. Safra Asset Management
New York
$2.52K
RIL
242
Rothschild Investment LLC
Illinois
$2.47K
W
243
WealthCollab
Washington
$2.27K
KG
244
Kilter Group
New York
$1.92K
BTI
245
Blue Trust Inc
Georgia
$1.56K
PFBT
246
Parkside Financial Bank & Trust
Missouri
$1.51K
HI
247
Harbour Investments
Wisconsin
$1.26K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.11K
CAL
249
Capital Advisors Ltd
Ohio
$1K
BFS
250
Bare Financial Services
Pennsylvania
$858