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

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: 286271 (-15)

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
271
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
AAP
251
Arax Advisory Partners
Colorado
$4.3K
RIL
252
Rothschild Investment LLC
Illinois
$4.3K
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
A
259
AlphaQuest
New York
$1.22K
CAL
260
Capital Advisors Ltd
Ohio
$1K
JWA
261
JFS Wealth Advisors
Pennsylvania
$861
NA
262
NewEdge Advisors
Louisiana
$861
BIA
263
Bell Investment Advisors
California
$789
PWA
264
Physician Wealth Advisors
Utah
$789
FNWA
265
Financial Network Wealth Advisors
Utah
$717
AF
266
Allworth Financial
California
$502
SIC
267
SJS Investment Consulting
Ohio
$359
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$359
GC
269
Garde Capital
Washington
$359
PWM
270
Parkworth Wealth Management
California
$72
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
SCM
272
SG Capital Management
Illinois
Two Sigma Investments
273
Two Sigma Investments
New York
First Trust Advisors
274
First Trust Advisors
Illinois
Retirement Systems of Alabama
275
Retirement Systems of Alabama
Alabama