262 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

83% less call options, than puts

Call options by funds: $267K | Put options by funds: $1.54M

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
$267K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$216M
2 +$118M
3 +$37.2M
4
RA
Royce & Associates
New York
+$27.6M
5
SM
Sunriver Management
Connecticut
+$20.6M

Top Sellers

1 -$121M
2 -$25.8M
3 -$24.8M
4
Macquarie Group
Macquarie Group
Australia
-$20.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$10K
EWA
227
EverSource Wealth Advisors
Alabama
$9.94K
CTC
228
Central Trust Company
Missouri
$8.78K
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$7.32K
BBHC
230
Brown Brothers Harriman & Co
New York
$6.86K
NWS
231
Nvest Wealth Strategies
Ohio
$6.31K
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$6.21K
HCA
233
Harbor Capital Advisors
Illinois
$5K
ACM
234
Aster Capital Management
United Arab Emirates
$4.74K
FFA
235
Farther Finance Advisors
California
$4.69K
QCG
236
Quadrant Capital Group
Ohio
$4.59K
SS
237
SBI Securities
Japan
$4.39K
SAG
238
SageView Advisory Group
California
$4.04K
PA
239
Parallel Advisors
California
$3.08K
JSAM
240
J. Safra Asset Management
New York
$2.52K
RIL
241
Rothschild Investment LLC
Illinois
$2.47K
W
242
WealthCollab
Washington
$2.27K
KG
243
Kilter Group
New York
$1.92K
BTI
244
Blue Trust Inc
Georgia
$1.56K
PFBT
245
Parkside Financial Bank & Trust
Missouri
$1.51K
HI
246
Harbour Investments
Wisconsin
$1.26K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$1.11K
CAL
248
Capital Advisors Ltd
Ohio
$1K
BFS
249
Bare Financial Services
Pennsylvania
$858
NA
250
NewEdge Advisors
Louisiana
$605