260 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

35% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
260
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
$47K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$208M
2 +$61.5M
3 +$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.7M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32M
CM
102
Capula Management
Cayman Islands
$1.26M
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.26M
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.23M
CCIA
105
Campbell & Co Investment Adviser
Maryland
$1.2M
ZBNA
106
Zions Bancorporation, National Association
Utah
$1.18M
Canada Life
107
Canada Life
Manitoba, Canada
$1.17M
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.14M
LCM
109
Legato Capital Management
California
$1.07M
Citigroup
110
Citigroup
New York
$1.03M
Creative Planning
111
Creative Planning
Kansas
$996K
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$973K
WAM
113
Weiss Asset Management
Massachusetts
$960K
Stifel Financial
114
Stifel Financial
Missouri
$952K
SCM
115
Sterling Capital Management
North Carolina
$951K
EP
116
Edgestream Partners
New Jersey
$927K
VPIM
117
Vanguard Personalized Indexing Management
California
$927K
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$900K
SSA
119
Schonfeld Strategic Advisors
New York
$890K
LIM
120
Letson Investment Management
Georgia
$848K
William Blair Investment Management
121
William Blair Investment Management
Illinois
$808K
CFO
122
Callan Family Office
Pennsylvania
$792K
VFA
123
Valeo Financial Advisors
Indiana
$781K
ET
124
Equitable Trust
Tennessee
$777K
ASRS
125
Arizona State Retirement System
Arizona
$767K