262 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

83% less call options, than puts

Call options by funds: $267K | Put options by funds: $1.54M

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$267K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$216M
2 +$118M
3 +$37.2M
4
RA
Royce & Associates
New York
+$27.6M
5
SM
Sunriver Management
Connecticut
+$20.6M

Top Sellers

1 -$121M
2 -$25.8M
3 -$24.8M
4
Macquarie Group
Macquarie Group
Australia
-$20.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Vestcor Inc
New Brunswick, Canada
$49K
TM
202
Torren Management
California
$48.2K
AssetMark Inc
203
AssetMark Inc
California
$45.9K
FGA
204
Fortis Group Advisors
New Jersey
$44.1K
DB
205
Danske Bank
Denmark
$40.4K
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$33.7K
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$33K
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$32K
S
209
SignatureFD
Georgia
$31.1K
VCM
210
Versant Capital Management
Arizona
$30.8K
SAM
211
Smartleaf Asset Management
Massachusetts
$29K
SOW
212
State of Wyoming
Wyoming
$25.6K
TC
213
Trust Company
Kansas
$25.2K
AA
214
Ancora Advisors
Ohio
$25.2K
KFAS
215
Keating Financial Advisory Services
Kansas
$25.2K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$18.5K
Simplex Trading
217
Simplex Trading
Illinois
$17.8K
CIAM
218
Caitong International Asset Management
Hong Kong
$15.4K
AAP
219
Arax Advisory Partners
Colorado
$14.9K
GI
220
GAMMA Investing
California
$14.5K
SC
221
SouthState Corp
Florida
$13.4K
AF
222
Advisornet Financial
Minnesota
$12.1K
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$11.6K
Optiver Holding
224
Optiver Holding
Netherlands
$11.4K
GRP
225
Global Retirement Partners
California
$10.4K