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

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: 286271 (-15)

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
271
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
ACM
226
Aster Capital Management
United Arab Emirates
$20.5K
CTC
227
Central Trust Company
Missouri
$19.5K
AF
228
Advisornet Financial
Minnesota
$17.2K
GI
229
GAMMA Investing
California
$14.6K
PFBT
230
Parkside Financial Bank & Trust
Missouri
$14.5K
PS
231
Principal Securities
Iowa
$14.5K
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$13.8K
JSAM
233
J. Safra Asset Management
New York
$11.1K
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
CIAM
237
Caitong International Asset Management
Hong Kong
$8.39K
BBHC
238
Brown Brothers Harriman & Co
New York
$8.39K
SAM
239
Smartleaf Asset Management
Massachusetts
$8.11K
PPC
240
Park Place Capital
Alabama
$7.53K
VCM
241
Versant Capital Management
Arizona
$7.46K
BIG
242
Brooklyn Investment Group
New York
$7.24K
HCA
243
Harbor Capital Advisors
Illinois
$7K
SS
244
SBI Securities
Japan
$6.81K
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$6.67K
FFA
246
Farther Finance Advisors
California
$6.6K
KIM
247
Kestra Investment Management
Texas
$4.86K
IA
248
IFP Advisors
Florida
$4.38K
W
249
WealthCollab
Washington
$4.38K
PA
250
Parallel Advisors
California
$4.37K