262 hedge funds and large institutions have $1.43B invested in CBIZ in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4.48% less ownership

Funds ownership: 99.54%95.06% (-4.5%)

48% less capital invested

Capital invested by funds: $2.73B → $1.43B (-$1.31B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15M
Puts
$1.24M
Net Calls
Net Calls Change

Top Buyers

1 +$44.3M
2 +$29.9M
3 +$20.7M
4
Boston Partners
Boston Partners
Massachusetts
+$19.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$19.2M

Top Sellers

1 -$147M
2 -$82.3M
3 -$46.4M
4
Morgan Stanley
Morgan Stanley
New York
-$43.8M
5
PFM
Premier Fund Managers
United Kingdom
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
226
Optiver Holding
Netherlands
$5.48K
MG
227
Mather Group
Illinois
$5.24K
CTC
228
Central Trust Company
Missouri
$4.67K
EPL
229
Essential Partners LLC
California
$4.43K
RIL
230
Rothschild Investment LLC
Illinois
$4.4K
PWMG
231
Private Wealth Management Group
New Jersey
$4K
C
232
Covestor
United Kingdom
$4K
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$3.87K
NWS
234
Nvest Wealth Strategies
Ohio
$3.36K
BBHC
235
Brown Brothers Harriman & Co
New York
$3.14K
ASN
236
Advisory Services Network
Georgia
$3.06K
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$2.98K
KG
238
Kilter Group
New York
$2.77K
CIAM
239
Caitong International Asset Management
Hong Kong
$2.69K
AW
240
Avion Wealth
Texas
$2K
BIA
241
Bell Investment Advisors
California
$1.48K
WTC
242
WhitTier Trust Company
Nevada
$1.22K
W
243
WealthCollab
Washington
$1.21K
JWM
244
JPL Wealth Management
Colorado
$1.18K
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$1.1K
IPS
246
Investors Portfolio Services
Washington
$950
HI
247
Harbour Investments
Wisconsin
$859
BTI
248
Blue Trust Inc
Georgia
$832
QL
249
Quarry LP
New York
$806
TM
250
Torren Management
California
$644