271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 286271 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$437K
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$3.87M
CCG
77
Chatham Capital Group
Georgia
$3.8M
AACP
78
Advantage Alpha Capital Partners
California
$3.55M
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$3.5M
RC
80
Roundview Capital
New Jersey
$3.39M
LPL Financial
81
LPL Financial
California
$3.35M
Wells Fargo
82
Wells Fargo
California
$3.32M
Citigroup
83
Citigroup
New York
$3.16M
GLA
84
Great Lakes Advisors
Illinois
$3.1M
Two Sigma Advisers
85
Two Sigma Advisers
New York
$3.08M
PAG
86
Private Advisor Group
New Jersey
$3.07M
Victory Capital Management
87
Victory Capital Management
Texas
$2.99M
BCM
88
Basswood Capital Management
New York
$2.89M
RHJA
89
Rice Hall James & Associates
California
$2.81M
CIBC World Market
90
CIBC World Market
Ontario, Canada
$2.52M
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M
MFA
92
Millington Financial Advisors
Illinois
$2.3M
HighTower Advisors
93
HighTower Advisors
Illinois
$2.28M
MIM
94
MetLife Investment Management
New Jersey
$2.24M
TFCM
95
Taylor Frigon Capital Management
Arizona
$2.14M
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$2.12M
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.08M
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M
SEI Investments
99
SEI Investments
Pennsylvania
$1.99M
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$1.94M