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
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.94M
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$1.87M
Norges Bank
103
Norges Bank
Norway
$1.84M
ZBNA
104
Zions Bancorporation, National Association
Utah
$1.83M
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M
IIM
106
INTECH Investment Management
Florida
$1.64M
Creative Planning
107
Creative Planning
Kansas
$1.62M
Canada Life
108
Canada Life
Manitoba, Canada
$1.57M
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.55M
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.55M
KIC
111
Kensington Investment Counsel
California
$1.38M
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$1.35M
DFCM
113
Dark Forest Capital Management
Puerto Rico
$1.35M
VPIM
114
Vanguard Personalized Indexing Management
California
$1.29M
Stifel Financial
115
Stifel Financial
Missouri
$1.25M
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.19M
LCM
117
Legato Capital Management
California
$1.16M
CFO
118
Callan Family Office
Pennsylvania
$1.12M
KAS
119
Kestra Advisory Services
Texas
$1.08M
ASRS
120
Arizona State Retirement System
Arizona
$1.07M
VFA
121
Valeo Financial Advisors
Indiana
$1.06M
YC
122
Yarbrough Capital
Tennessee
$1.03M
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.03M
CWM
124
Chicago Wealth Management
Illinois
$1M
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$979K