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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
CCG
76
Chatham Capital Group
Georgia
$4.04M +$185K +2,305 +5%
AACP
77
Advantage Alpha Capital Partners
California
$4.01M +$368K +4,572 +9%
Victory Capital Management
78
Victory Capital Management
Texas
$3.95M -$546K -6,783 -12%
Wells Fargo
79
Wells Fargo
California
$3.25M +$8.2K +102 +0.2%
PAG
80
Private Advisor Group
New Jersey
$3.24M -$483 -6 -0%
Citadel Advisors
81
Citadel Advisors
Florida
$3.24M -$20.8M -258,561 -86%
RHJA
82
Rice Hall James & Associates
California
$3.23M -$15.3K -190 -0.4%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.18M -$47.5K -590 -1%
Jane Street
84
Jane Street
New York
$3.13M +$1.63M +20,214 +96%
RC
85
Roundview Capital
New Jersey
$3.07M -$312K -3,877 -9%
BCM
86
Basswood Capital Management
New York
$3.06M
EF
87
Empowered Funds
Pennsylvania
$3.05M -$95.8K -1,191 -3%
Citigroup
88
Citigroup
New York
$2.91M -$2.16M -26,889 -41%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.91M +$1.75M +21,728 +131%
GLA
90
Great Lakes Advisors
Illinois
$2.81M -$743K -9,234 -20%
LPL Financial
91
LPL Financial
California
$2.81M +$1.45M +18,027 +89%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$2.44M +$359K +4,459 +16%
MFA
94
Millington Financial Advisors
Illinois
$2.44M +$64.8K +805 +3%
TFCM
95
Taylor Frigon Capital Management
Arizona
$2.42M +$1.03M +12,839 +67%
HighTower Advisors
96
HighTower Advisors
Illinois
$2.41M +$643 +8 +0%
Principal Financial Group
97
Principal Financial Group
Iowa
$2.41M +$19.5K +243 +0.8%
IIM
98
INTECH Investment Management
Florida
$2.4M +$686K +8,532 +37%
Universal-Beteiligungs- und Servicegesellschaft
99
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.33M +$2.48M +30,774 New
DFCM
100
Dark Forest Capital Management
Puerto Rico
$2.31M +$2.45M +30,513 New