260 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

35% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$208M
2 +$61.5M
3 +$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.7M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
276
Jump Financial
Illinois
HSBC Holdings
277
HSBC Holdings
United Kingdom
Balyasny Asset Management
278
Balyasny Asset Management
Illinois
VF
279
Vista Finance
Missouri
JWCA
280
J.W. Cole Advisors
Florida
FAM
281
Flaharty Asset Management
Florida
SMH
282
Sanders Morris Harris
Texas
OSAM
283
O'Shaughnessy Asset Management
Connecticut
CIA
284
Compass Ion Advisors
Pennsylvania
OWA
285
One Wealth Advisors
California
CC
286
Corton Capital
Ontario, Canada
PFP
287
Pinnacle Financial Partners
Tennessee
AI
288
Atria Investments
North Carolina
CT
289
Chicago Trust
Illinois
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
CSI
291
Cross Staff Investments
New York
FFB
292
First Financial Bankshares
Texas
ACM
293
Advisors Capital Management
New Jersey
RI
294
Ridgewood Investments
New Jersey
Lazard Asset Management
295
Lazard Asset Management
New York
NB
296
NBT Bank
New York
SWIG
297
Strategic Wealth Investment Group
Kentucky
ACM
298
Aster Capital Management
United Arab Emirates
PFBT
299
Parkside Financial Bank & Trust
Missouri
National Bank of Canada
300
National Bank of Canada
Quebec, Canada