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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32M -$266K -4,123 -14%
CM
102
Capula Management
Cayman Islands
$1.26M +$1.53M +23,744 New
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.26M -$375K -5,820 -20%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.23M -$9.93K -154 -0.7%
CCIA
105
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.47M +22,744 New
ZBNA
106
Zions Bancorporation, National Association
Utah
$1.18M -$213K -3,308 -13%
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 +$250K +3,878 +24%
Citigroup
110
Citigroup
New York
$1.03M -$1.59M -24,626 -56%
Creative Planning
111
Creative Planning
Kansas
$996K -$249K -3,854 -17%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$973K -$29.2K -452 -2%
WAM
113
Weiss Asset Management
Massachusetts
$960K +$1.17M +18,128 New
Stifel Financial
114
Stifel Financial
Missouri
$952K +$35K +542 +3%
SCM
115
Sterling Capital Management
North Carolina
$951K +$323K +5,014 +39%
EP
116
Edgestream Partners
New Jersey
$927K +$1.13M +17,507 New
VPIM
117
Vanguard Personalized Indexing Management
California
$927K -$32.1K -497 -3%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$900K -$777K -12,055 -41%
SSA
119
Schonfeld Strategic Advisors
New York
$890K +$1.08M +16,805 New
LIM
120
Letson Investment Management
Georgia
$848K +$1.03M +16,020 New
William Blair Investment Management
121
William Blair Investment Management
Illinois
$808K -$18.6M -287,889 -95%
CFO
122
Callan Family Office
Pennsylvania
$792K -$39.9K -618 -4%
VFA
123
Valeo Financial Advisors
Indiana
$781K +$1.03K +16 +0.1%
ET
124
Equitable Trust
Tennessee
$777K +$946K +14,672 New
ASRS
125
Arizona State Retirement System
Arizona
$767K -$32.2K -499 -3%