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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
Capital World Investors
California
$115M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
GW&K Investment Management
Massachusetts
$55.2M
5
NL
Nuveen LLC
North Carolina
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$950K – – –
AF
127
Apexium Financial
Texas
$950K – – –
SCM
128
Sterling Capital Management
North Carolina
$928K +$925K +12,895 +25,284%
Mariner
129
Mariner
Kansas
$901K -$87.8K -1,224 -9%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$896K -$34.9K -486 -4%
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$849K +$116K +1,623 +16%
WCA
132
Whetstone Capital Advisors
Kansas
$816K +$816K +11,385 New
Truist Financial
133
Truist Financial
North Carolina
$791K -$138K -1,928 -15%
Cerity Partners
134
Cerity Partners
New York
$790K -$75.5K -1,053 -9%
NCM
135
Next Capital Management
New York
$789K – – –
ProShare Advisors
136
ProShare Advisors
Maryland
$771K +$27K +377 +4%
KK
137
KLP Kapitalforvaltning
Norway
$767K +$143K +2,000 +23%
RC
138
RBF Capital
California
$717K – – –
CG
139
Cynosure Group
Utah
$698K – – –
Comerica Bank
140
Comerica Bank
Texas
$695K +$16.5K +230 +2%
Corient Private Wealth
141
Corient Private Wealth
Florida
$694K +$29.1K +408 +4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$657K +$82.6K +1,152 +14%
VBFP
143
Valtinson Bruner Financial Planning
Minnesota
$636K -$3.01K -42 -0.5%
DW
144
Dodds Wealth
Colorado
$627K – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$600K -$12.8K -179 -2%
AQR Capital Management
146
AQR Capital Management
Connecticut
$591K -$250K -3,488 -30%
CB
147
Commerce Bank
Missouri
$582K +$3.94K +55 +0.7%
LIC
148
Laurus Investment Counsel
Canada
$561K -$445K -6,200 -44%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$556K +$82.8K +1,154 +17%
GIM
150
Glenmede Investment Management
Pennsylvania
$525K +$525K +7,315 New
4 5
6
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