CBZ icon

CBIZ
CBZ

Overview Fund Activity

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
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
Capital World Investors
California
$115M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
GW&K Investment Management
Massachusetts
$55.2M
5
NL
Nuveen LLC
North Carolina
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$328K -$6.02K -84 -2%
CIAS
177
CBIZ Investment Advisory Services
Ohio
$318K +$3.51K +49 +1%
MPM
178
Meritage Portfolio Management
Kansas
$295K -$152K -2,124 -34%
KCPG
179
Kavar Capital Partners Group
Kansas
$294K – – –
X
180
Xponance
Pennsylvania
$292K +$32.8K +458 +13%
BC
181
Bridgefront Capital
Texas
$284K +$284K +3,967 New
FGP
182
Freestone Grove Partners
California
$282K +$282K +3,938 New
VF
183
Vista Finance
Missouri
$277K +$10.8K +150 +4%
EI
184
Ethic Inc
New York
$268K +$47.5K +668 +22%
Principal Financial Group
185
Principal Financial Group
Iowa
$267K -$2.01M -28,038 -88%
JWCA
186
J.W. Cole Advisors
Florida
$258K -$789 -11 -0.3%
FAM
187
Flaharty Asset Management
Florida
$250K – – –
SMH
188
Sanders Morris Harris
Texas
$244K – – –
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$237K -$32.8K -457 -12%
CIA
190
Compass Ion Advisors
Pennsylvania
$236K – – –
OWA
191
One Wealth Advisors
California
$229K +$9.25K +129 +4%
CC
192
Corton Capital
Ontario, Canada
$228K +$228K +3,177 New
AI
193
Atria Investments
North Carolina
$223K -$25.3K -353 -10%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$219K – – –
CT
195
Chicago Trust
Illinois
$219K +$219K +3,052 New
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$217K – – –
CSI
197
Cross Staff Investments
New York
$215K – – –
FFB
198
First Financial Bankshares
Texas
$210K – – –
ACM
199
Advisors Capital Management
New Jersey
$208K – – –
SOW
200
State of Wyoming
Wyoming
$184K -$326K -4,540 -64%
6 7
8
9 10