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
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$687K
ASRS
127
Arizona State Retirement System
Arizona
$680K
UCFA
128
United Capital Financial Advisors
Texas
$673K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$668K
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$661K
Ameriprise
131
Ameriprise
Minnesota
$643K
AQR Capital Management
132
AQR Capital Management
Connecticut
$641K
FRM
133
Fox Run Management
Connecticut
$619K
First Eagle Investment Management
134
First Eagle Investment Management
New York
$601K
A
135
AlphaQuest
New York
$592K
Truist Financial
136
Truist Financial
North Carolina
$563K
Universal-Beteiligungs- und Servicegesellschaft
137
Universal-Beteiligungs- und Servicegesellschaft
Germany
$559K
LCM
138
Legato Capital Management
California
$523K
KK
139
KLP Kapitalforvaltning
Norway
$520K
CG
140
Caprock Group
Idaho
$517K
RC
141
RBF Capital
California
$505K
BCM
142
Bancreek Capital Management
California
$487K
II
143
Inspire Investing
Idaho
$466K
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$456K
ProShare Advisors
145
ProShare Advisors
Maryland
$456K
VFA
146
Valeo Financial Advisors
Indiana
$455K
VOYA Investment Management
147
VOYA Investment Management
Georgia
$453K
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$444K
DW
149
Dodds Wealth
Colorado
$441K
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$438K