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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
176
CIBC Bancorp USA
Illinois
$279K +$340K +5,268 New
IFS
177
Ifrah Financial Services
Arkansas
$273K -$2.77K -43 -0.8%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$269K +$21.6K +335 +7%
HF
179
HRT Financial
New York
$261K +$319K +4,940 New
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$254K +$14.6K +227 +5%
MFA
181
Mayflower Financial Advisors
Massachusetts
$247K -$64.5K -1,000 -18%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$245K -$241K -3,734 -45%
NCM
183
Next Capital Management
New York
$238K -$419K -6,500 -59%
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$237K -$22.1K -342 -7%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$236K +$288K +4,468 New
CIAS
186
CBIZ Investment Advisory Services
Ohio
$235K
BCM
187
Bayesian Capital Management
New York
$231K +$281K +4,357 New
BFM
188
Boothbay Fund Management
New York
$226K +$275K +4,261 New
AIP
189
Ameritas Investment Partners
Nebraska
$219K -$79K -1,225 -23%
MPM
190
Meritage Portfolio Management
Kansas
$218K
EI
191
Ethic Inc
New York
$214K +$18.3K +283 +8%
KCPG
192
Kavar Capital Partners Group
Kansas
$213K -$5.8K -90 -2%
X
193
Xponance
Pennsylvania
$206K -$12.6K -196 -5%
Principal Financial Group
194
Principal Financial Group
Iowa
$200K +$3.55K +55 +1%
TRCT
195
Tower Research Capital (TRC)
New York
$183K -$133K -2,065 -37%
Osaic Holdings
196
Osaic Holdings
Arizona
$181K +$38K +589 +25%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$180K +$219K +3,399 New
First Eagle Investment Management
198
First Eagle Investment Management
New York
$171K +$209K +3,237 New
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$161K
HNB
200
Huntington National Bank
Ohio
$134K +$18.9K +293 +13%