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290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% 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
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$1.05M +$149K +1,849 +15%
XT
127
XTX Topco
Cayman Islands
$1.04M +$1.11M +13,751 New
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$1.04M
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$1.07M +13,249 New
AF
130
Apexium Financial
Texas
$1M
QT
131
Quantbot Technologies
New York
$1M +$1.06M +13,186 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$985K -$145K -1,808 -12%
Truist Financial
133
Truist Financial
North Carolina
$983K -$14.1K -175 -1%
ASRS
134
Arizona State Retirement System
Arizona
$983K -$12.5K -155 -1%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$981K -$134K -1,672 -11%
CFO
136
Callan Family Office
Pennsylvania
$942K +$39.3K +489 +4%
VFA
137
Valeo Financial Advisors
Indiana
$916K
Cerity Partners
138
Cerity Partners
New York
$916K -$113K -1,401 -10%
AQR Capital Management
139
AQR Capital Management
Connecticut
$889K +$54.9K +682 +6%
NCM
140
Next Capital Management
New York
$834K
SFI
141
Susquehanna Fundamental Investments
Pennsylvania
$834K -$2.22M -27,596 -72%
CWM
142
CIBC World Markets
New York
$807K +$495K +6,150 +137%
ProShare Advisors
143
ProShare Advisors
Maryland
$787K -$251K -3,122 -23%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$775K
Millennium Management
145
Millennium Management
New York
$773K +$820K +10,194 New
RC
146
RBF Capital
California
$759K
CG
147
Caprock Group
Idaho
$757K
CG
148
Cynosure Group
Utah
$738K +$180K +2,243 +30%
Comerica Bank
149
Comerica Bank
Texas
$718K -$7.72K -96 -1%
Corient Private Wealth
150
Corient Private Wealth
Florida
$708K -$13.8K -171 -2%