We are live on ! Find out more

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
HA
151
Helium Advisors
Washington
$466K +$213K +3,300 +60%
DW
152
Dodds Wealth
Colorado
$463K
II
153
Inspire Investing
Idaho
$455K +$202K +3,132 +57%
ProShare Advisors
154
ProShare Advisors
Maryland
$448K -$148K -2,302 -21%
GIM
155
Glenmede Investment Management
Pennsylvania
$430K +$51.3K +796 +11%
BC
156
Bridgefront Capital
Texas
$418K +$254K +3,933 +99%
Mariner
157
Mariner
Kansas
$414K -$307K -4,755 -38%
YC
158
Yarbrough Capital
Tennessee
$410K -$426K -6,601 -46%
CB
159
Commerce Bank
Missouri
$408K -$26.8K -415 -5%
KAS
160
Kestra Advisory Services
Texas
$398K -$488K -7,570 -50%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$374K
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$369K -$14.8K -230 -3%
XT
163
XTX Topco
Cayman Islands
$356K +$433K +6,719 New
AQR Capital Management
164
AQR Capital Management
Connecticut
$353K -$101K -1,572 -19%
CCB
165
Country Club Bank
Missouri
$339K
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$338K -$88.4K -1,370 -18%
Prudential Financial
167
Prudential Financial
New Jersey
$337K -$17.4K -270 -4%
Franklin Resources
168
Franklin Resources
California
$334K -$6.63M -102,820 -94%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$318K +$388K +6,013 New
Corient Private Wealth
170
Corient Private Wealth
Florida
$316K -$244K -3,789 -39%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$296K -$6.7M -103,948 -95%
AC
172
AXQ Capital
New Jersey
$294K +$358K +5,556 New
FT
173
Fiduciary Trust
Massachusetts
$292K +$41.3K +640 +13%
Universal-Beteiligungs- und Servicegesellschaft
174
Universal-Beteiligungs- und Servicegesellschaft
Germany
$292K -$1.04M -16,049 -74%
OF
175
Optimize Financial
California
$280K +$342K +5,296 New