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290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% 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
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
$360K +$11.1K +138 +3%
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
$354K -$35.5K -441 -9%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$353K +$36.8K +457 +11%
II
179
Inspire Investing
Idaho
$344K -$26.1K -325 -7%
GT
180
Glenmede Trust
Pennsylvania
$338K +$18.9K +235 +6%
CIAS
181
CBIZ Investment Advisory Services
Ohio
$333K
EGM
182
Engineers Gate Manager
New York
$320K +$339K +4,219 New
KCPG
183
Kavar Capital Partners Group
Kansas
$311K
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$285K -$24.4K -303 -7%
Prudential Financial
185
Prudential Financial
New Jersey
$281K +$26.5K +330 +10%
VF
186
Vista Finance
Missouri
$281K +$72.7K +904 +32%
X
187
Xponance
Pennsylvania
$275K +$15.7K +195 +6%
JWCA
188
J.W. Cole Advisors
Florida
$274K +$290K +3,611 New
FAM
189
Flaharty Asset Management
Florida
$265K
AI
190
Atria Investments
North Carolina
$263K +$279K +3,469 New
SMH
191
Sanders Morris Harris
Texas
$258K
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$258K -$289K -3,595 -51%
TFS
193
Thoroughbred Financial Services
Tennessee
$253K
CIA
194
Compass Ion Advisors
Pennsylvania
$250K
EI
195
Ethic Inc
New York
$239K +$249K +3,099 New
PFPT
196
Pinnacle Financial Partners (Tennessee)
Tennessee
$238K
OWA
197
One Wealth Advisors
California
$233K +$11.2K +139 +5%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$229K
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$229K -$121K -1,500 -33%
CSI
200
Cross Staff Investments
New York
$228K