We are live on ! Find out more

262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Advisors Ltd
Ohio
$1K
JWA
252
JFS Wealth Advisors
Pennsylvania
$636
NA
253
NewEdge Advisors
Louisiana
$636
BIA
254
Bell Investment Advisors
California
$583
FNWA
255
Financial Network Wealth Advisors
Utah
$530
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$323
RIL
257
Rothschild Investment LLC
Illinois
$265 -$3.55K -55 -92%
JWM
258
JPL Wealth Management
Colorado
$265 +$322 +5 New
AF
259
Allworth Financial
California
$212 -$193 -3 -43%
SIC
260
SJS Investment Consulting
Ohio
$159 -$129 -2 -40%
RFP
261
Root Financial Partners
California
$106 +$129 +2 New
AIM
262
Artemis Investment Management
United Kingdom
-$40.3M -561,381 Closed
AWG
263
Alpha Wave Global
New York
-$16.6M -232,021 Closed
SBH
264
Segall Bryant & Hamill
Illinois
-$14.4M -200,835 Closed
ACM
265
Ananym Capital Management
New York
-$7.37M -102,750 Closed
SO
266
STRS Ohio
Ohio
-$6.58M -91,800 Closed
ACM
267
Argent Capital Management
Missouri
-$6.43M -89,666 Closed
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
-$4.52M -62,974 Closed
EF
269
Empowered Funds
Pennsylvania
-$4.33M -60,315 Closed
RHJA
270
Rice Hall James & Associates
California
-$2.81M -39,236 Closed
CIBC World Market
271
CIBC World Market
Ontario, Canada
-$2.52M -35,199 Closed
MFA
272
Millington Financial Advisors
Illinois
-$2.3M -30,564 Closed
Norges Bank
273
Norges Bank
Norway
-$1.84M -25,689 Closed
DFCM
274
Dark Forest Capital Management
Puerto Rico
-$1.35M -18,807 Closed
WCA
275
Whetstone Capital Advisors
Kansas
-$816K -11,385 Closed