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
CWM
126
Chicago Wealth Management
Illinois
$741K
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$737K
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$721K
OQS
129
Occudo Quantitative Strategies
Florida
$708K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$702K
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$688K
AF
132
Apexium Financial
Texas
$655K
CG
133
Caprock Group
Idaho
$643K
CGIM
134
Cannon Global Investment Management
Florida
$636K
Truist Financial
135
Truist Financial
North Carolina
$603K
First Trust Advisors
136
First Trust Advisors
Illinois
$588K
KK
137
KLP Kapitalforvaltning
Norway
$567K
QCM
138
Quantinno Capital Management
New York
$556K
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$555K
GCP
140
GSA Capital Partners
United Kingdom
$536K
RC
141
RBF Capital
California
$530K
FGP
142
Freestone Grove Partners
California
$526K
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$526K
GAM
144
Gotham Asset Management
New York
$516K
CG
145
Cynosure Group
Utah
$515K
ET
146
Entropy Technologies
New York
$500K
Comerica Bank
147
Comerica Bank
Texas
$499K
VOYA Investment Management
148
VOYA Investment Management
Georgia
$485K
Raymond James Financial
149
Raymond James Financial
Florida
$481K
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$470K