262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$253M
2 +$74.9M
3 +$38.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$28.8M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$17.1K
MG
227
Mather Group
Illinois
$15.1K
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$14.9K
AF
229
Advisornet Financial
Minnesota
$12.7K
Bessemer Group
230
Bessemer Group
New Jersey
$10K
CTC
231
Central Trust Company
Missouri
$9.22K
QCG
232
Quadrant Capital Group
Ohio
$9.11K
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$7.63K
PS
234
Principal Securities
Iowa
$7.52K
RA
235
Rise Advisors
New York
$6.88K
BBHC
236
Brown Brothers Harriman & Co
New York
$6.2K
HCA
237
Harbor Capital Advisors
Illinois
$6K
PPC
238
Park Place Capital
Alabama
$5.51K
VCM
239
Versant Capital Management
Arizona
$5.46K
FFA
240
Farther Finance Advisors
California
$5.35K
ASN
241
Advisory Services Network
Georgia
$5.3K
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$4.92K
SS
243
SBI Securities
Japan
$4.61K
W
244
WealthCollab
Washington
$3.23K
PA
245
Parallel Advisors
California
$3.23K
MCM
246
Manchester Capital Management
Vermont
$2.44K
LFG
247
Larson Financial Group
Missouri
$2.33K
JSAM
248
J. Safra Asset Management
New York
$2.06K
BTI
249
Blue Trust Inc
Georgia
$1.64K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.38K