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290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
251
Brooklyn Investment Group
New York
$8.35K +$8.85K +110 New
FFA
252
Farther Finance Advisors
California
$8.16K -$402 -5 -5%
HCA
253
Harbor Capital Advisors
Illinois
$8K +$8.2K +102 New
PPC
254
Park Place Capital
Alabama
$7.89K
Canada Pension Plan Investment Board
255
Canada Pension Plan Investment Board
Ontario, Canada
$7.59K
DB
256
Danske Bank
Denmark
$7.59K
SS
257
SBI Securities
Japan
$7.43K +$7.72K +96 +4,800%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$6.51K +$2.33K +29 +45%
AAP
259
Arax Advisory Partners
Colorado
$5.24K -$13.4K -166 -71%
KIM
260
Kestra Investment Management
Texas
$4.86K +$5.15K +64 New
W
261
WealthCollab
Washington
$4.63K +$1.29K +16 +36%
PA
262
Parallel Advisors
California
$4.63K
RIL
263
Rothschild Investment LLC
Illinois
$4.17K -$402 -5 -8%
HWP
264
Highline Wealth Partners
California
$3.94K +$4.18K +52 New
SCM
265
Sterling Capital Management
North Carolina
$3.87K +$161 +2 +4%
MCM
266
Manchester Capital Management
Vermont
$3.49K
BA
267
Bellwether Advisors
Nebraska
$2.73K
BTI
268
Blue Trust Inc
Georgia
$2.35K +$2.49K +31 New
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$1.97K
IA
270
IFP Advisors
Florida
$1.67K
SC
271
Stephens Consulting
Michigan
$1.14K +$1.21K +15 New
HCP
272
Hexagon Capital Partners
Arkansas
$1.06K
CAL
273
Capital Advisors Ltd
Ohio
$1K
HWM
274
Hemington Wealth Management
Virginia
$1K +$241 +3 +14%
JWA
275
JFS Wealth Advisors
Pennsylvania
$987