260 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

35% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$208M
2 +$61.5M
3 +$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.7M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
176
CIBC Bancorp USA
Illinois
$279K
IFS
177
Ifrah Financial Services
Arkansas
$273K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$269K
HF
179
HRT Financial
New York
$261K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$254K
MFA
181
Mayflower Financial Advisors
Massachusetts
$247K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$245K
NCM
183
Next Capital Management
New York
$238K
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$237K
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$236K
CIAS
186
CBIZ Investment Advisory Services
Ohio
$235K
BCM
187
Bayesian Capital Management
New York
$231K
BFM
188
Boothbay Fund Management
New York
$226K
AIP
189
Ameritas Investment Partners
Nebraska
$219K
MPM
190
Meritage Portfolio Management
Kansas
$218K
EI
191
Ethic Inc
New York
$214K
KCPG
192
Kavar Capital Partners Group
Kansas
$213K
X
193
Xponance
Pennsylvania
$206K
Principal Financial Group
194
Principal Financial Group
Iowa
$200K
TRCT
195
Tower Research Capital (TRC)
New York
$183K
Osaic Holdings
196
Osaic Holdings
Arizona
$181K
SOADOR
197
State of Alaska Department of Revenue
Alaska
$180K
First Eagle Investment Management
198
First Eagle Investment Management
New York
$171K
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$161K
HNB
200
Huntington National Bank
Ohio
$134K