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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Chicago Wealth Management
Illinois
$741K
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$737K +$135K +2,086 +18%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$721K -$1.87K -29 -0.2%
OQS
129
Occudo Quantitative Strategies
Florida
$708K +$862K +13,364 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$702K
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$688K -$235K -3,650 -22%
AF
132
Apexium Financial
Texas
$655K -$56.8K -880 -7%
CG
133
Caprock Group
Idaho
$643K +$643K +9,970 New
CGIM
134
Cannon Global Investment Management
Florida
$636K +$355K +5,500 +85%
Truist Financial
135
Truist Financial
North Carolina
$603K +$22.3K +345 +3%
First Trust Advisors
136
First Trust Advisors
Illinois
$588K +$716K +11,107 New
KK
137
KLP Kapitalforvaltning
Norway
$567K
QCM
138
Quantinno Capital Management
New York
$556K +$266K +4,119 +65%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$555K +$308K +4,783 +84%
GCP
140
GSA Capital Partners
United Kingdom
$536K +$653K +10,121 New
RC
141
RBF Capital
California
$530K
FGP
142
Freestone Grove Partners
California
$526K +$387K +6,003 +152%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$526K +$49.8K +772 +8%
GAM
144
Gotham Asset Management
New York
$516K +$247K +3,836 +65%
CG
145
Cynosure Group
Utah
$515K
ET
146
Entropy Technologies
New York
$500K +$609K +9,446 New
Comerica Bank
147
Comerica Bank
Texas
$499K -$17.8K -276 -3%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$485K -$332K -5,150 -36%
Raymond James Financial
149
Raymond James Financial
Florida
$481K +$467K +7,236 +392%
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$470K