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
Victory Capital Management
101
Victory Capital Management
Texas
$1.31M
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$1.22M
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M
CC
104
Clearline Capital
New York
$1.19M
EGM
105
Engineers Gate Manager
New York
$1.18M
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M
SCM
107
Sterling Capital Management
North Carolina
$1.17M
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.15M
Franklin Resources
109
Franklin Resources
California
$1.11M
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$1.02M
IIM
111
INTECH Investment Management
Florida
$1.01M
Raymond James Financial
112
Raymond James Financial
Florida
$1.01M
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$1M
Citigroup
114
Citigroup
New York
$1M
ZBNA
115
Zions Bancorporation, National Association
Utah
$993K
ACA
116
Anchor Capital Advisors
Massachusetts
$990K
CG
117
Cynosure Group
Utah
$959K
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$957K
First Trust Advisors
119
First Trust Advisors
Illinois
$935K
VPIM
120
Vanguard Personalized Indexing Management
California
$870K
CFO
121
Callan Family Office
Pennsylvania
$850K
LIM
122
Letson Investment Management
Georgia
$808K
ET
123
Equitable Trust
Tennessee
$807K
HA
124
Helium Advisors
Washington
$747K
CWM
125
Chicago Wealth Management
Illinois
$706K