272 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 286272 (-14)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$437K
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$24K
ACM
227
Aster Capital Management
United Arab Emirates
$20.5K
CTC
228
Central Trust Company
Missouri
$19.5K
AF
229
Advisornet Financial
Minnesota
$17.2K
GI
230
GAMMA Investing
California
$14.6K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$14.5K
PS
232
Principal Securities
Iowa
$14.5K
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$13.8K
JSAM
234
J. Safra Asset Management
New York
$11.1K
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$10.3K
RA
236
Rise Advisors
New York
$9.32K
Simplex Trading
237
Simplex Trading
Illinois
$9K
CIAM
238
Caitong International Asset Management
Hong Kong
$8.39K
BBHC
239
Brown Brothers Harriman & Co
New York
$8.39K
SAM
240
Smartleaf Asset Management
Massachusetts
$8.11K
PPC
241
Park Place Capital
Alabama
$7.53K
VCM
242
Versant Capital Management
Arizona
$7.46K
BIG
243
Brooklyn Investment Group
New York
$7.24K
HCA
244
Harbor Capital Advisors
Illinois
$7K
SS
245
SBI Securities
Japan
$6.81K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$6.67K
FFA
247
Farther Finance Advisors
California
$6.6K
KIM
248
Kestra Investment Management
Texas
$4.86K
IA
249
IFP Advisors
Florida
$4.38K
W
250
WealthCollab
Washington
$4.38K