262 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

83% less call options, than puts

Call options by funds: $267K | Put options by funds: $1.54M

Holders
262
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
$267K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$216M
2 +$118M
3 +$37.2M
4
RA
Royce & Associates
New York
+$27.6M
5
SM
Sunriver Management
Connecticut
+$20.6M

Top Sellers

1 -$121M
2 -$25.8M
3 -$24.8M
4
Macquarie Group
Macquarie Group
Australia
-$20.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$27M
FAM
27
Fenimore Asset Management
New York
$22.8M
Bank of America
28
Bank of America
North Carolina
$22.3M
Wellington Management Group
29
Wellington Management Group
Massachusetts
$22.2M
WPC
30
Waters Parkerson & Co
Louisiana
$22.1M
GCM
31
Geneva Capital Management
Wisconsin
$20.2M
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$17.6M
Citadel Advisors
33
Citadel Advisors
Florida
$15.5M
GIP
34
Granite Investment Partners
California
$15.3M
MBI
35
Montrusco Bolton Investments
Quebec, Canada
$14.9M
WCM Investment Management
36
WCM Investment Management
California
$14.1M
SCA
37
Summit Creek Advisors
Minnesota
$13.3M
Deutsche Bank
38
Deutsche Bank
Germany
$12.7M
NAMI
39
Nomura Asset Management International
Pennsylvania
$11.6M
BCM
40
Basswood Capital Management
New York
$9.26M
Russell Investments Group
41
Russell Investments Group
United Kingdom
$8.42M
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$7.96M
William Blair & Company
43
William Blair & Company
Illinois
$7.54M
Bank of New York Mellon
44
Bank of New York Mellon
New York
$7.14M
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.04M
First Manhattan
46
First Manhattan
New York
$6.97M
N
47
Nuveen
North Carolina
$5.72M
UBS AM
48
UBS AM
Illinois
$5.63M
Stifel Financial
49
Stifel Financial
Missouri
$5.26M
NPIC
50
Neumeier Poma Investment Counsel
California
$5.12M