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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 286271 (-15)

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
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$437K
Puts
$337K
Net Calls
Net Calls Change
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
Mariner
129
Mariner
Kansas
$901K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$896K
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$849K
WCA
132
Whetstone Capital Advisors
Kansas
$816K
Truist Financial
133
Truist Financial
North Carolina
$791K
Cerity Partners
134
Cerity Partners
New York
$790K
NCM
135
Next Capital Management
New York
$789K
ProShare Advisors
136
ProShare Advisors
Maryland
$771K
KK
137
KLP Kapitalforvaltning
Norway
$767K
RC
138
RBF Capital
California
$717K
Corient Private Wealth
139
Corient Private Wealth
Florida
$699K
CG
140
Cynosure Group
Utah
$698K
Comerica Bank
141
Comerica Bank
Texas
$695K
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$657K
VBFP
143
Valtinson Bruner Financial Planning
Minnesota
$636K
DW
144
Dodds Wealth
Colorado
$627K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$600K
AQR Capital Management
146
AQR Capital Management
Connecticut
$591K
CB
147
Commerce Bank
Missouri
$582K
LIC
148
Laurus Investment Counsel
Canada
$561K
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$556K
GIM
150
Glenmede Investment Management
Pennsylvania
$525K