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CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
+$18.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.3M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$10.5M
4
PCP
P2 Capital Partners
New York
+$8.2M
5
Capital World Investors
Capital World Investors
California
+$8.09M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$20.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
4
SCM
SG Capital Management
Illinois
-$12.2M
5
Goldman Sachs
Goldman Sachs
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
251
Park Place Capital
Alabama
$7.89K – – –
Canada Pension Plan Investment Board
252
Canada Pension Plan Investment Board
Ontario, Canada
$7.59K – – –
SS
253
SBI Securities
Japan
$7.43K +$7.28K +96 +4,800%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$6.51K +$2.03K +29 +45%
AAP
255
Arax Advisory Partners
Colorado
$5.24K -$12.6K -166 -71%
KIM
256
Kestra Investment Management
Texas
$4.86K +$4.86K +64 New
W
257
WealthCollab
Washington
$4.63K +$1.21K +16 +36%
PA
258
Parallel Advisors
California
$4.63K – – –
RIL
259
Rothschild Investment LLC
Illinois
$4.17K -$379 -5 -8%
HWP
260
Highline Wealth Partners
California
$3.95K +$3.95K +52 New
SCM
261
Sterling Capital Management
North Carolina
$3.87K +$152 +2 +4%
MCM
262
Manchester Capital Management
Vermont
$3.49K – – –
BA
263
Bellwether Advisors
Nebraska
$2.73K – – –
BTI
264
Blue Trust Inc
Georgia
$2.35K +$2.35K +31 New
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.97K – – –
IA
266
IFP Advisors
Florida
$1.67K – – –
SC
267
Stephens Consulting
Michigan
$1.14K +$1.14K +15 New
HCP
268
Hexagon Capital Partners
Arkansas
$1.06K – – –
CAL
269
Capital Advisors Ltd
Ohio
$1K – – –
HWM
270
Hemington Wealth Management
Virginia
$1K +$120 +3 +14%
JWA
271
JFS Wealth Advisors
Pennsylvania
$987 – – –
LFG
272
Larson Financial Group
Missouri
$986 +$986 +13 New
NA
273
NewEdge Advisors
Louisiana
$910 – – –
BIA
274
Bell Investment Advisors
California
$835 – – –
FNWA
275
Financial Network Wealth Advisors
Utah
$759 +$759 +10 New
9 10
11
12 13