260 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 49 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: $ → $

35% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
260
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 +$208M
2 +$61.5M
3 +$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.7M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$636
NA
252
NewEdge Advisors
Louisiana
$636
BIA
253
Bell Investment Advisors
California
$583
FNWA
254
Financial Network Wealth Advisors
Utah
$530
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$323
RIL
256
Rothschild Investment LLC
Illinois
$265
JWM
257
JPL Wealth Management
Colorado
$265
SIC
258
SJS Investment Consulting
Ohio
$159
RFP
259
Root Financial Partners
California
$106
AIM
260
Artemis Investment Management
United Kingdom
AWG
261
Alpha Wave Global
New York
SBH
262
Segall Bryant & Hamill
Illinois
ACM
263
Ananym Capital Management
New York
SO
264
STRS Ohio
Ohio
ACM
265
Argent Capital Management
Missouri
Bank Julius Baer & Co
266
Bank Julius Baer & Co
Switzerland
EF
267
Empowered Funds
Pennsylvania
RHJA
268
Rice Hall James & Associates
California
CIBC World Market
269
CIBC World Market
Ontario, Canada
MFA
270
Millington Financial Advisors
Illinois
Norges Bank
271
Norges Bank
Norway
DFCM
272
Dark Forest Capital Management
Puerto Rico
WCA
273
Whetstone Capital Advisors
Kansas
LIC
274
Laurus Investment Counsel
Canada
HCM
275
HMS Capital Management
Tennessee