260 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

35% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
260
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
$47K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$208M
2 +$61.5M
3 +$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.7M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$15.1K
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$14.9K
AF
228
Advisornet Financial
Minnesota
$12.7K
Bessemer Group
229
Bessemer Group
New Jersey
$10K
CTC
230
Central Trust Company
Missouri
$9.22K
QCG
231
Quadrant Capital Group
Ohio
$9.11K
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$7.63K
PS
233
Principal Securities
Iowa
$7.52K
RA
234
Rise Advisors
New York
$6.88K
BBHC
235
Brown Brothers Harriman & Co
New York
$6.2K
HCA
236
Harbor Capital Advisors
Illinois
$6K
PPC
237
Park Place Capital
Alabama
$5.51K
VCM
238
Versant Capital Management
Arizona
$5.46K
FFA
239
Farther Finance Advisors
California
$5.35K
ASN
240
Advisory Services Network
Georgia
$5.3K
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$4.92K
SS
242
SBI Securities
Japan
$4.61K
PA
243
Parallel Advisors
California
$3.23K
W
244
WealthCollab
Washington
$3.23K
MCM
245
Manchester Capital Management
Vermont
$2.44K
LFG
246
Larson Financial Group
Missouri
$2.33K
JSAM
247
J. Safra Asset Management
New York
$2.06K
BTI
248
Blue Trust Inc
Georgia
$1.64K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1.38K
CAL
250
Capital Advisors Ltd
Ohio
$1K