286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
226
Whittier Trust
California
$33.5K +$33.5K +442 New
MCM
227
MAI Capital Management
Ohio
$32.1K +$22.8K +300 +244%
GFPC
228
Global Financial Private Client
Florida
$31.2K +$228 +3 +0.7%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$31K +$17.5K +233 +129%
FHA
230
First Horizon Advisors
Tennessee
$29.4K +$4.1K +54 +16%
QL
231
Quarry LP
New York
$26.3K +$26.3K +347 New
Optiver Holding
232
Optiver Holding
Netherlands
$24.7K +$24.7K +326 New
MG
233
Mather Group
Illinois
$23.7K +$6.83K +90 +40%
EWA
234
EverSource Wealth Advisors
Alabama
$20.6K +$2.12K +28 +11%
Simplex Trading
235
Simplex Trading
Illinois
$17K +$17K +236 New
JSAM
236
J. Safra Asset Management
New York
$16.5K +$986 +13 +6%
GI
237
GAMMA Investing
California
$16.5K +$3.19K +42 +24%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$16.1K +$4.25K +56 +36%
QCG
239
Quadrant Capital Group
Ohio
$15.6K
CTC
240
Central Trust Company
Missouri
$14.9K
TH
241
TCTC Holdings
Texas
$14.6K
LC
242
Lindbrook Capital
California
$14.6K +$228 +3 +2%
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$14.6K -$834 -11 -5%
PS
244
Principal Securities
Iowa
$13.9K
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$10.9K
RA
246
Rise Advisors
New York
$9.86K +$9.86K +130 New
VCM
247
Versant Capital Management
Arizona
$8.42K
BIG
248
Brooklyn Investment Group
New York
$8.35K +$8.35K +110 New
FFA
249
Farther Finance Advisors
California
$8.16K -$385 -5 -5%
HCA
250
Harbor Capital Advisors
Illinois
$8K +$8K +102 New