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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
VBFP
151
Valtinson Bruner Financial Planning
Minnesota
$676K -$724 -9 -0.1%
DW
152
Dodds Wealth
Colorado
$663K
KK
153
KLP Kapitalforvaltning
Norway
$660K -$56.3K -700 -7%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$648K -$150K -1,859 -18%
CB
155
Commerce Bank
Missouri
$612K +$88.5K +1,100 +16%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$607K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$594K +$629K +7,824 New
VPIM
158
Vanguard Personalized Indexing Management
California
$549K -$45.8K -569 -7%
SOW
159
State of Wyoming
Wyoming
$539K +$124K +1,545 +28%
HCM
160
HMS Capital Management
Tennessee
$502K
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$501K +$55.1K +685 +12%
Jennison Associates
162
Jennison Associates
New York
$485K +$514K +6,396 New
MPM
163
Meritage Portfolio Management
Kansas
$473K -$401K -4,984 -44%
CCB
164
Country Club Bank
Missouri
$472K
FT
165
Fiduciary Trust
Massachusetts
$462K +$489K +6,085 New
GAM
166
Gotham Asset Management
New York
$449K -$1.53K -19 -0.3%
MFA
167
Mayflower Financial Advisors
Massachusetts
$445K
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$434K -$804 -10 -0.2%
SSA
169
Schonfeld Strategic Advisors
New York
$401K +$425K +5,287 New
IFS
170
Ifrah Financial Services
Arkansas
$398K -$42K -522 -9%
VI
171
Versor Investments
New York
$394K -$208K -2,591 -33%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$379K +$86.1K +1,071 +27%
AAS
173
Avantax Advisory Services
Texas
$376K +$16.8K +209 +4%
AIP
174
Ameritas Investment Partners
Nebraska
$368K -$13.4K -166 -3%
SA
175
Sanctuary Advisors
Indiana
$361K +$97.5K +1,212 +34%