271 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, 103 increasing their positions, 83 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: 286271 (-15)

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
271
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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$328K
CIAS
177
CBIZ Investment Advisory Services
Ohio
$318K
MPM
178
Meritage Portfolio Management
Kansas
$295K
KCPG
179
Kavar Capital Partners Group
Kansas
$294K
X
180
Xponance
Pennsylvania
$292K
BC
181
Bridgefront Capital
Texas
$284K
FGP
182
Freestone Grove Partners
California
$282K
VF
183
Vista Finance
Missouri
$277K
EI
184
Ethic Inc
New York
$268K
Principal Financial Group
185
Principal Financial Group
Iowa
$267K
JWCA
186
J.W. Cole Advisors
Florida
$258K
FAM
187
Flaharty Asset Management
Florida
$250K
SMH
188
Sanders Morris Harris
Texas
$244K
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$237K
CIA
190
Compass Ion Advisors
Pennsylvania
$236K
OWA
191
One Wealth Advisors
California
$229K
CC
192
Corton Capital
Ontario, Canada
$228K
AI
193
Atria Investments
North Carolina
$223K
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$219K
CT
195
Chicago Trust
Illinois
$219K
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$217K
CSI
197
Cross Staff Investments
New York
$215K
FFB
198
First Financial Bankshares
Texas
$210K
ACM
199
Advisors Capital Management
New Jersey
$208K
SOW
200
State of Wyoming
Wyoming
$184K