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CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

Holders
286
Holders Change
+7
Holders Change %
+2.51%
% 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
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$47.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.1M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$168M
4
PCP
4
P2 Capital Partners
New York
$145M
5
Capital World Investors
5
Capital World Investors
California
$94.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$205M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.24M
4
SCM
4
SG Capital Management
Illinois
$6.85M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.1M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
126
XTX Topco
Cayman Islands
$1.04M 13,751 +13,751 New
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1.04M 13,648 – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 13,249 +13,249 New
AF
129
Apexium Financial
Texas
$1M 13,246 – –
QT
130
Quantbot Technologies
New York
$1M 13,186 +13,186 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$985K 12,979 -1,808 -12%
Truist Financial
132
Truist Financial
North Carolina
$983K 12,963 -175 -1%
ASRS
133
Arizona State Retirement System
Arizona
$983K 12,957 -155 -1%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$981K 12,929 -1,672 -11%
CFO
135
Callan Family Office
Pennsylvania
$942K 12,423 +489 +4%
VFA
136
Valeo Financial Advisors
Indiana
$916K 12,077 – –
Cerity Partners
137
Cerity Partners
New York
$916K 12,076 -1,401 -10%
AQR Capital Management
138
AQR Capital Management
Connecticut
$889K 11,725 +682 +6%
NCM
139
Next Capital Management
New York
$834K 11,000 – –
SFI
140
Susquehanna Fundamental Investments
Pennsylvania
$834K 10,994 -27,596 -72%
CWM
141
CIBC World Markets
New York
$807K 10,634 +6,150 +137%
ProShare Advisors
142
ProShare Advisors
Maryland
$787K 10,375 -3,122 -23%
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$775K 10,213 – –
Millennium Management
144
Millennium Management
New York
$773K 10,194 +10,194 New
RC
145
RBF Capital
California
$759K 10,000 – –
CG
146
Caprock Group
Idaho
$757K 9,973 – –
CG
147
Cynosure Group
Utah
$738K 9,729 +2,243 +30%
Comerica Bank
148
Comerica Bank
Texas
$718K 9,460 -96 -1%
Corient Private Wealth
149
Corient Private Wealth
Florida
$708K 9,339 -171 -2%
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$676K 8,910 -9 -0.1%
4 5
6
7 8