We are live on ! Find out more
CBZ icon

CBIZ
CBZ

290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

3% more funds holding

Funds holding: 282 → 290 (+8)

7.81% less ownership

Funds ownership: 90.97% → 83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% 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
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
+$19.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.2M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$11.2M
4
PCP
P2 Capital Partners
New York
+$8.7M
5
Capital World Investors
Capital World Investors
California
+$8.57M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$65.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$21.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$20.8M
4
SCM
SG Capital Management
Illinois
-$12.9M
5
Goldman Sachs
Goldman Sachs
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
226
Clark Wealth Partners
Illinois
$44.8K – – –
AA
227
Ancora Advisors
Ohio
$37.9K – – –
TC
228
Trust Company
Kansas
$37.9K – – –
WT
229
Whittier Trust
California
$33.5K +$35.6K +442 New
MCM
230
MAI Capital Management
Ohio
$32.1K +$24.1K +300 +244%
GFPC
231
Global Financial Private Client
Florida
$31.2K +$241 +3 +0.7%
Jones Financial Companies
232
Jones Financial Companies
Missouri
$31K +$18.7K +233 +129%
FHA
233
First Horizon Advisors
Tennessee
$29.4K +$4.34K +54 +16%
QL
234
Quarry LP
New York
$26.3K +$27.9K +347 New
Optiver Holding
235
Optiver Holding
Netherlands
$24.7K +$26.2K +326 New
MG
236
Mather Group
Illinois
$23.7K +$7.24K +90 +40%
EWA
237
EverSource Wealth Advisors
Alabama
$20.6K +$2.25K +28 +11%
Simplex Trading
238
Simplex Trading
Illinois
$17K +$19K +236 New
JSAM
239
J. Safra Asset Management
New York
$16.5K +$1.05K +13 +6%
GI
240
GAMMA Investing
California
$16.5K +$3.38K +42 +24%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$16.1K +$4.5K +56 +36%
QCG
242
Quadrant Capital Group
Ohio
$15.6K – – –
CTC
243
Central Trust Company
Missouri
$14.9K – – –
TH
244
TCTC Holdings
Texas
$14.6K – – –
LC
245
Lindbrook Capital
California
$14.6K +$241 +3 +2%
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$14.6K -$885 -11 -5%
PS
247
Principal Securities
Iowa
$13.9K – – –
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$10.9K – – –
RA
249
Rise Advisors
New York
$9.86K +$10.5K +130 New
VCM
250
Versant Capital Management
Arizona
$8.42K – – –
8 9
10
11 12

CBZ Hedge Fund Activity: Q1 2025 in Review

290 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2025, worth a combined $3.39B — down 9.2% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CBZ positions and 33 closed out — a net gain of 9 holders — while 98 added to existing stakes and 80 trimmed.

The largest buyer was Artemis Investment Management, adding an estimated $19.1M. The largest seller was Capital Research Global Investors, cutting an estimated $65.9M.

  • 290 institutional investors held CBIZ (CBZ) as of Q1 2025, up from 282 in Q4 2024.
  • Funds reported $3.39B of CBIZ stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 42 funds opened new CBIZ positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest CBIZ buyer in Q1 2025 was Artemis Investment Management, an estimated $19.1M added.
  • The largest CBIZ seller in Q1 2025 was Capital Research Global Investors, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.