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290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Bleakley Financial Group
New Jersey
-$308K -3,765 Closed
BPC
302
Bryce Point Capital
New York
-$288K -3,524 Closed
LCM
303
Landscape Capital Management
New Jersey
-$279K -3,414 Closed
SAM
304
Sawgrass Asset Management
Florida
-$273K -3,340 Closed
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
-$240K -2,927 Closed
CA
306
Callahan Advisors
Texas
-$235K -2,871 Closed
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
-$233K -2,850 Closed
BCM
308
Bayesian Capital Management
New York
-$232K -2,835 Closed
FRA
309
Frank Rimerman Advisors
California
-$225K -2,750 Closed
CL
310
Choreo LLC
Illinois
-$219K -2,683 Closed
ACH
311
ArrowMark Colorado Holdings
Colorado
-$204K -2,492 Closed
VWM
312
Venturi Wealth Management
Texas
-$110K -1,350 Closed
Federated Hermes
313
Federated Hermes
Pennsylvania
-$65.7K -803 Closed
VAG
314
VisionPoint Advisory Group
Texas
-$59.7K -735 Closed
ME
315
McIlrath & Eck
Washington
-$45.6K -557 Closed
NSIM
316
North Star Investment Management
Illinois
-$38.5K -470 Closed
ACM
317
Aster Capital Management
United Arab Emirates
-$35.7K -436 Closed
CFGS
318
Concourse Financial Group Securities
Alabama
-$28K -330 Closed
SVCP
319
Silicon Valley Capital Partners
California
-$24K -293 Closed
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$7.04K -82 Closed
AWM
321
Avior Wealth Management
Nebraska
-$6.22K -76 Closed
AW
322
Avion Wealth
Texas
+$241 +3 New