269 hedge funds and large institutions have $3.42B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 38 closing their positions.

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
102
Reduced
83
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$156K 2,180 +39 +2%
RI
202
Ridgewood Investments
New Jersey
$133K 1,850
Raymond James Financial
203
Raymond James Financial
Florida
$132K 1,845 +1,845 New
TCOV
204
Trust Company of Vermont
Vermont
$118K 1,650
AB
205
Amalgamated Bank
New York
$118K 1,640
KBC Group
206
KBC Group
Belgium
$116K 1,611 -410 -20%
US Bancorp
207
US Bancorp
Minnesota
$111K 1,548 +12 +0.8%
Osaic Holdings
208
Osaic Holdings
Arizona
$109K 1,356 -1,377 -50%
S
209
SignatureFD
Georgia
$73.5K 1,025 +86 +9%
VI
210
Vestcor Inc
New Brunswick, Canada
$70K 971 -1,951 -67%
Lazard Asset Management
211
Lazard Asset Management
New York
$68K 960 +32 +3%
AssetMark Inc
212
AssetMark Inc
California
$67.3K 938 +33 +4%
FGA
213
Fortis Group Advisors
New Jersey
$62.7K 875
NB
214
NBT Bank
New York
$53.8K 750
EWA
215
EverSource Wealth Advisors
Alabama
$51.8K 722 +450 +165%
SWIG
216
Strategic Wealth Investment Group
Kentucky
$36.9K 515 +515 New
AA
217
Ancora Advisors
Ohio
$35.9K 500
TC
218
Trust Company
Kansas
$35.9K 500
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$35K 483 +483 New
Jones Financial Companies
220
Jones Financial Companies
Missouri
$34.7K 488 +75 +18%
WT
221
Whittier Trust
California
$31.7K 442
Optiver Holding
222
Optiver Holding
Netherlands
$29.1K 406 +80 +25%
FHA
223
First Horizon Advisors
Tennessee
$27.8K 387
MCM
224
MAI Capital Management
Ohio
$24K 334 -89 -21%
ACM
225
Aster Capital Management
United Arab Emirates
$20.5K 286 +286 New