286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% 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
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$353K +$34.7K +457 +11%
II
177
Inspire Investing
Idaho
$344K -$24.7K -325 -7%
GT
178
Glenmede Trust
Pennsylvania
$338K +$17.8K +235 +6%
CIAS
179
CBIZ Investment Advisory Services
Ohio
$333K
EGM
180
Engineers Gate Manager
New York
$320K +$320K +4,219 New
KCPG
181
Kavar Capital Partners Group
Kansas
$311K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$285K -$23K -303 -7%
Prudential Financial
183
Prudential Financial
New Jersey
$281K +$25.2K +330 +10%
VF
184
Vista Finance
Missouri
$281K +$68.6K +904 +32%
X
185
Xponance
Pennsylvania
$275K +$14.8K +195 +6%
JWCA
186
J.W. Cole Advisors
Florida
$274K +$274K +3,611 New
FAM
187
Flaharty Asset Management
Florida
$265K
AI
188
Atria Investments
North Carolina
$263K +$263K +3,469 New
SMH
189
Sanders Morris Harris
Texas
$258K
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$258K -$273K -3,595 -51%
TFS
191
Thoroughbred Financial Services
Tennessee
$253K
CIA
192
Compass Ion Advisors
Pennsylvania
$250K
EI
193
Ethic Inc
New York
$239K +$239K +3,099 New
PFP
194
Pinnacle Financial Partners
Tennessee
$238K
OWA
195
One Wealth Advisors
California
$233K +$10.5K +139 +5%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$229K
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$229K -$114K -1,500 -33%
CSI
198
Cross Staff Investments
New York
$228K
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$223K
VI
200
Vestcor Inc
New Brunswick, Canada
$222K +$11.2K +148 +5%