274 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, 104 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 288274 (-14)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$437K
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$332K
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$328K
CIAS
178
CBIZ Investment Advisory Services
Ohio
$318K
MPM
179
Meritage Portfolio Management
Kansas
$295K
KCPG
180
Kavar Capital Partners Group
Kansas
$294K
X
181
Xponance
Pennsylvania
$292K
BC
182
Bridgefront Capital
Texas
$284K
FGP
183
Freestone Grove Partners
California
$282K
VF
184
Vista Finance
Missouri
$277K
EI
185
Ethic Inc
New York
$268K
Principal Financial Group
186
Principal Financial Group
Iowa
$267K
JWCA
187
J.W. Cole Advisors
Florida
$258K
FAM
188
Flaharty Asset Management
Florida
$250K
SMH
189
Sanders Morris Harris
Texas
$244K
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$237K
CIA
191
Compass Ion Advisors
Pennsylvania
$236K
OWA
192
One Wealth Advisors
California
$229K
CC
193
Corton Capital
Ontario, Canada
$228K
PFP
194
Pinnacle Financial Partners
Tennessee
$225K
AI
195
Atria Investments
North Carolina
$223K
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$219K
CT
197
Chicago Trust
Illinois
$219K
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$217K
CSI
199
Cross Staff Investments
New York
$215K
FFB
200
First Financial Bankshares
Texas
$210K