274 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, 104 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 288274 (-14)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$437K
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$4.38K
W
252
WealthCollab
Washington
$4.38K
PA
253
Parallel Advisors
California
$4.37K
AAP
254
Arax Advisory Partners
Colorado
$4.3K
RIL
255
Rothschild Investment LLC
Illinois
$4.3K
HWP
256
Highline Wealth Partners
California
$3.73K
MCM
257
Manchester Capital Management
Vermont
$3.3K
BA
258
Bellwether Advisors
Nebraska
$2.58K
BTI
259
Blue Trust Inc
Georgia
$2.22K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$1.86K
BFS
261
Bare Financial Services
Pennsylvania
$1.36K
A
262
AlphaQuest
New York
$1.22K
CAL
263
Capital Advisors Ltd
Ohio
$1K
JWA
264
JFS Wealth Advisors
Pennsylvania
$861
NA
265
NewEdge Advisors
Louisiana
$861
BIA
266
Bell Investment Advisors
California
$789
PWA
267
Physician Wealth Advisors
Utah
$789
FNWA
268
Financial Network Wealth Advisors
Utah
$717
AF
269
Allworth Financial
California
$502
SIC
270
SJS Investment Consulting
Ohio
$359
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$359
GC
272
Garde Capital
Washington
$359
PWM
273
Parkworth Wealth Management
California
$72
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
SCM
275
SG Capital Management
Illinois