274 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, 104 increasing their positions, 84 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: 288274 (-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
274
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
Optiver Holding
226
Optiver Holding
Netherlands
$29.1K
FHA
227
First Horizon Advisors
Tennessee
$27.8K
MCM
228
MAI Capital Management
Ohio
$24K
ACM
229
Aster Capital Management
United Arab Emirates
$20.5K
CTC
230
Central Trust Company
Missouri
$19.5K
AF
231
Advisornet Financial
Minnesota
$17.2K
GI
232
GAMMA Investing
California
$14.6K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$14.5K
PS
234
Principal Securities
Iowa
$14.5K
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$13.8K
JSAM
236
J. Safra Asset Management
New York
$11.2K
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$10.3K
RA
238
Rise Advisors
New York
$9.32K
Simplex Trading
239
Simplex Trading
Illinois
$9K
CIAM
240
Caitong International Asset Management
Hong Kong
$8.39K
BBHC
241
Brown Brothers Harriman & Co
New York
$8.39K
SAM
242
Smartleaf Asset Management
Massachusetts
$8.11K
PPC
243
Park Place Capital
Alabama
$7.53K
VCM
244
Versant Capital Management
Arizona
$7.46K
BIG
245
Brooklyn Investment Group
New York
$7.24K
HCA
246
Harbor Capital Advisors
Illinois
$7K
SS
247
SBI Securities
Japan
$6.81K
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$6.67K
FFA
249
Farther Finance Advisors
California
$6.6K
KIM
250
Kestra Investment Management
Texas
$4.86K