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CBIZ
CBZ

Overview Fund Activity

271 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
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Aster Capital Management
United Arab Emirates
$20.5K +$20.5K +286 New
CTC
227
Central Trust Company
Missouri
$19.5K +$5.38K +75 +38%
AF
228
Advisornet Financial
Minnesota
$17.2K +$17.2K +240 New
GI
229
GAMMA Investing
California
$14.6K -$932 -13 -6%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$14.5K -$717 -10 -5%
PS
231
Principal Securities
Iowa
$14.5K +$2.3K +32 +19%
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$13.8K – – –
JSAM
233
J. Safra Asset Management
New York
$11.1K -$4.34K -61 -28%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$10.3K – – –
RA
235
Rise Advisors
New York
$9.32K – – –
Simplex Trading
236
Simplex Trading
Illinois
$9K -$7.34K -106 -45%
CIAM
237
Caitong International Asset Management
Hong Kong
$8.39K +$8.18K +114 +3,800%
BBHC
238
Brown Brothers Harriman & Co
New York
$8.39K +$8.39K +117 New
SAM
239
Smartleaf Asset Management
Massachusetts
$8.11K -$34.8K -490 -81%
PPC
240
Park Place Capital
Alabama
$7.53K – – –
VCM
241
Versant Capital Management
Arizona
$7.46K -$502 -7 -6%
BIG
242
Brooklyn Investment Group
New York
$7.24K -$645 -9 -8%
HCA
243
Harbor Capital Advisors
Illinois
$7K +$135 +2 +2%
SS
244
SBI Securities
Japan
$6.81K -$215 -3 -3%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$6.67K – – –
FFA
246
Farther Finance Advisors
California
$6.6K -$1K -14 -13%
KIM
247
Kestra Investment Management
Texas
$4.86K – – –
IA
248
IFP Advisors
Florida
$4.38K -$1.67K -20 Closed
W
249
WealthCollab
Washington
$4.38K – – –
PA
250
Parallel Advisors
California
$4.37K – – –
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10
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