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CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% 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
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
$47.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$30.1M
3
BAM
Burgundy Asset Management
Ontario, Canada
$168M
4
PCP
P2 Capital Partners
New York
$145M
5
Capital World Investors
Capital World Investors
California
$94.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$205M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$65.4M
3
Citadel Advisors
Citadel Advisors
Florida
$3.24M
4
SCM
SG Capital Management
Illinois
$6.85M
5
Goldman Sachs
Goldman Sachs
New York
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AACP
76
Advantage Alpha Capital Partners
California
$4.01M +$347K +4,572 +9%
Victory Capital Management
77
Victory Capital Management
Texas
$3.95M -$515K -6,783 -12%
Wells Fargo
78
Wells Fargo
California
$3.25M +$7.74K +102 +0.2%
PAG
79
Private Advisor Group
New Jersey
$3.24M -$455 -6 -0%
Citadel Advisors
80
Citadel Advisors
Florida
$3.24M -$19.6M -258,561 -86%
RHJA
81
Rice Hall James & Associates
California
$3.23M -$14.4K -190 -0.4%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$3.18M -$44.8K -590 -1%
Jane Street
83
Jane Street
New York
$3.13M +$1.53M +20,214 +96%
RC
84
Roundview Capital
New Jersey
$3.07M -$294K -3,877 -9%
BCM
85
Basswood Capital Management
New York
$3.06M – – –
EF
86
Empowered Funds
Pennsylvania
$3.05M -$90.3K -1,191 -3%
Citigroup
87
Citigroup
New York
$2.91M -$2.04M -26,889 -41%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.91M +$1.65M +21,728 +131%
GLA
89
Great Lakes Advisors
Illinois
$2.81M -$700K -9,234 -20%
LPL Financial
90
LPL Financial
California
$2.81M +$1.33M +18,027 +89%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M – – –
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$2.44M +$338K +4,459 +16%
MFA
93
Millington Financial Advisors
Illinois
$2.44M +$62.6K +805 +3%
TFCM
94
Taylor Frigon Capital Management
Arizona
$2.42M +$974K +12,839 +67%
HighTower Advisors
95
HighTower Advisors
Illinois
$2.41M +$607 +8 +0%
Principal Financial Group
96
Principal Financial Group
Iowa
$2.41M +$18.4K +243 +0.8%
IIM
97
INTECH Investment Management
Florida
$2.4M +$647K +8,532 +37%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.33M +$2.33M +30,774 New
DFCM
99
Dark Forest Capital Management
Puerto Rico
$2.31M +$2.31M +30,513 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.22M +$100K +1,318 +5%
2 3
4
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