262 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

83% less call options, than puts

Call options by funds: $267K | Put options by funds: $1.54M

Holders
262
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
$267K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$216M
2 +$118M
3 +$37.2M
4
RA
Royce & Associates
New York
+$27.6M
5
SM
Sunriver Management
Connecticut
+$20.6M

Top Sellers

1 -$121M
2 -$25.8M
3 -$24.8M
4
Macquarie Group
Macquarie Group
Australia
-$20.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
176
Focus Partners Wealth
Massachusetts
$229K
NCM
177
Next Capital Management
New York
$227K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$225K
LOWM
179
Laurel Oak Wealth Management
New Jersey
$213K
MFA
180
Mayflower Financial Advisors
Massachusetts
$211K
AIP
181
Ameritas Investment Partners
Nebraska
$208K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$207K
MPM
183
Meritage Portfolio Management
Kansas
$207K
KCPG
184
Kavar Capital Partners Group
Kansas
$203K
Ensign Peak Advisors
185
Ensign Peak Advisors
Utah
$199K
LFG
186
Larson Financial Group
Missouri
$186K
SOADOR
187
State of Alaska Department of Revenue
Alaska
$178K
HNB
188
Huntington National Bank
Ohio
$134K
Osaic Holdings
189
Osaic Holdings
Arizona
$108K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$102K
MCM
191
MAI Capital Management
Ohio
$94K
TRCT
192
Tower Research Capital (TRC)
New York
$92.2K
TCOV
193
Trust Company of Vermont
Vermont
$83.2K
KBC Group
194
KBC Group
Belgium
$81K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$79K
AB
196
Amalgamated Bank
New York
$78K
KAS
197
Kemnay Advisory Services
New York
$70.6K
US Bancorp
198
US Bancorp
Minnesota
$70.2K
NICM
199
Neo Ivy Capital Management
New York
$54.4K
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.7K