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CBIZ
CBZ

Overview Fund Activity

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
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
Capital World Investors
California
$115M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
GW&K Investment Management
Massachusetts
$55.2M
5
NL
Nuveen LLC
North Carolina
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
251
Arax Advisory Partners
Colorado
$4.3K -$645 -9 -13%
RIL
252
Rothschild Investment LLC
Illinois
$4.3K +$359 +5 +9%
HWP
253
Highline Wealth Partners
California
$3.73K – – –
MCM
254
Manchester Capital Management
Vermont
$3.3K – – –
BA
255
Bellwether Advisors
Nebraska
$2.58K – – –
BTI
256
Blue Trust Inc
Georgia
$2.22K – – –
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.86K – – –
BFS
258
Bare Financial Services
Pennsylvania
$1.36K +$789 +11 +138%
A
259
AlphaQuest
New York
$1.22K +$1.22K +17 New
CAL
260
Capital Advisors Ltd
Ohio
$1K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$861 -$72 -1 -8%
NA
262
NewEdge Advisors
Louisiana
$861 – – –
BIA
263
Bell Investment Advisors
California
$789 – – –
PWA
264
Physician Wealth Advisors
Utah
$789 +$789 +11 New
FNWA
265
Financial Network Wealth Advisors
Utah
$717 – – –
AF
266
Allworth Financial
California
$502 +$143 +2 +40%
SIC
267
SJS Investment Consulting
Ohio
$359 -$287 -4 -44%
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$359 -$72 -1 -17%
GC
269
Garde Capital
Washington
$359 – – –
PWM
270
Parkworth Wealth Management
California
$72 – – –
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
– -$17.8M -234,522 Closed
SCM
272
SG Capital Management
Illinois
– -$6.85M -90,314 Closed
Two Sigma Investments
273
Two Sigma Investments
New York
– -$5.43M -71,556 Closed
First Trust Advisors
274
First Trust Advisors
Illinois
– -$4.56M -60,056 Closed
Retirement Systems of Alabama
275
Retirement Systems of Alabama
Alabama
– -$4.5M -59,288 Closed
9 10
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