261 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, 107 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: $ → $

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
261
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
LIC
276
Laurus Investment Counsel
Canada
HCM
277
HMS Capital Management
Tennessee
JF
278
Jump Financial
Illinois
HSBC Holdings
279
HSBC Holdings
United Kingdom
Balyasny Asset Management
280
Balyasny Asset Management
Illinois
VF
281
Vista Finance
Missouri
JWCA
282
J.W. Cole Advisors
Florida
FAM
283
Flaharty Asset Management
Florida
SMH
284
Sanders Morris Harris
Texas
OSAM
285
O'Shaughnessy Asset Management
Connecticut
CIA
286
Compass Ion Advisors
Pennsylvania
OWA
287
One Wealth Advisors
California
CC
288
Corton Capital
Ontario, Canada
PFP
289
Pinnacle Financial Partners
Tennessee
AI
290
Atria Investments
North Carolina
CT
291
Chicago Trust
Illinois
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
CSI
293
Cross Staff Investments
New York
FFB
294
First Financial Bankshares
Texas
ACM
295
Advisors Capital Management
New Jersey
RI
296
Ridgewood Investments
New Jersey
Lazard Asset Management
297
Lazard Asset Management
New York
NB
298
NBT Bank
New York
SWIG
299
Strategic Wealth Investment Group
Kentucky
ACM
300
Aster Capital Management
United Arab Emirates