We are live on ! Find out more

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
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$2.22M +$106K +1,318 +5%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.15M +$182K +2,257 +9%
MIM
103
MetLife Investment Management
New Jersey
$2.11M -$85.5K -1,063 -4%
Creative Planning
104
Creative Planning
Kansas
$1.84M -$18K -224 -0.9%
SEI Investments
105
SEI Investments
Pennsylvania
$1.83M -$1.07M -13,294 -36%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.79M
CF
107
Corebridge Financial
Texas
$1.78M -$27.9K -347 -1%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$1.75M -$339K -4,213 -15%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.64M
DZ Bank
110
DZ Bank
Germany
$1.6M
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.57M
KIC
112
Kensington Investment Counsel
California
$1.49M -$44.6K -554 -3%
Canada Life
113
Canada Life
Manitoba, Canada
$1.47M -$95.8K -1,191 -6%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$1.45M -$6.4M -79,518 -80%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$1.42M
ZBNA
116
Zions Bancorporation, National Association
Utah
$1.35M +$1.43M +17,805 New
TC
117
TwinBeech Capital
New York
$1.34M +$1.42M +17,667 New
Stifel Financial
118
Stifel Financial
Missouri
$1.33M +$22.5K +280 +2%
LCM
119
Legato Capital Management
California
$1.23M -$17.1K -212 -1%
KAS
120
Kestra Advisory Services
Texas
$1.14M
OAC
121
OMERS Administration Corp
Ontario, Canada
$1.11M +$1.17M +14,600 New
YC
122
Yarbrough Capital
Tennessee
$1.09M
SG Americas Securities
123
SG Americas Securities
New York
$1.08M +$943K +11,727 +462%
LIC
124
Laurus Investment Counsel
Canada
$1.06M -$1.2M -14,870 -51%
CWM
125
Chicago Wealth Management
Illinois
$1.06M