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276 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, 104 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $437K | Put options by funds: $337K

22% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 85

4.86% more ownership

Funds ownership: 83.16%88.02% (+4.9%)

1% more capital invested

Capital invested by funds: $3.39B → $3.43B (+$42.2M)

5% less funds holding

Funds holding: 290276 (-14)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
276
Holders Change
-14
Holders Change %
-4.83%
% 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
104
Reduced
85
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$933K +12,895 +25,284%
Mariner
129
Mariner
Kansas
$901K -$88.5K -1,224 -9%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$896K -$35.2K -486 -4%
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$849K +$117K +1,623 +16%
WCA
132
Whetstone Capital Advisors
Kansas
$816K +$824K +11,385 New
Truist Financial
133
Truist Financial
North Carolina
$791K -$139K -1,928 -15%
Cerity Partners
134
Cerity Partners
New York
$790K -$76.2K -1,053 -9%
NCM
135
Next Capital Management
New York
$789K
ProShare Advisors
136
ProShare Advisors
Maryland
$771K +$27.3K +377 +4%
KK
137
KLP Kapitalforvaltning
Norway
$767K +$145K +2,000 +23%
RC
138
RBF Capital
California
$717K
Corient Private Wealth
139
Corient Private Wealth
Florida
$699K +$29.5K +408 +4%
CG
140
Cynosure Group
Utah
$698K
Comerica Bank
141
Comerica Bank
Texas
$695K +$16.6K +230 +2%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$657K +$83.3K +1,152 +14%
VBFP
143
Valtinson Bruner Financial Planning
Minnesota
$636K -$3.04K -42 -0.5%
DW
144
Dodds Wealth
Colorado
$627K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$600K -$12.9K -179 -2%
AQR Capital Management
146
AQR Capital Management
Connecticut
$591K -$252K -3,488 -30%
CB
147
Commerce Bank
Missouri
$582K +$3.98K +55 +0.7%
LIC
148
Laurus Investment Counsel
Canada
$561K -$449K -6,200 -44%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$556K +$83.5K +1,154 +17%
GIM
150
Glenmede Investment Management
Pennsylvania
$525K +$529K +7,315 New

CBZ Hedge Fund Activity: Q2 2025 in Review

276 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2025, worth a combined $3.43B — up 1.2% from $3.39B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CBZ and 29 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $59.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $53.6M.

  • 276 institutional investors held CBIZ (CBZ) as of Q2 2025, down from 290 in Q1 2025.
  • Funds reported $3.43B of CBIZ stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 29 funds opened new CBIZ positions in Q2 2025 and 38 closed out, a net change of -9 holders.
  • The largest CBIZ buyer in Q2 2025 was Fidelity Investments, an estimated $59.7M added.
  • The largest CBIZ seller in Q2 2025 was Dimensional Fund Advisors, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.