286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
FFB
201
First Financial Bankshares
Texas
$222K -$222K -2,923 -50%
QCM
202
Quantinno Capital Management
New York
$220K +$220K +2,903 New
ACM
203
Advisors Capital Management
New Jersey
$220K
JG
204
Jain Global
New York
$220K +$220K +2,894 New
Osaic Holdings
205
Osaic Holdings
Arizona
$207K +$115K +1,516 +125%
WF
206
Welch & Forbes
Massachusetts
$201K
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$162K -$6.52K -86 -4%
SWC
208
Spectrum Wealth Counsel
Indiana
$156K
KBC Group
209
KBC Group
Belgium
$153K
HNB
210
Huntington National Bank
Ohio
$146K -$22.3K -294 -13%
RI
211
Ridgewood Investments
New Jersey
$140K
TCOV
212
Trust Company of Vermont
Vermont
$125K
AB
213
Amalgamated Bank
New York
$124K +$454 +6 +0.4%
US Bancorp
214
US Bancorp
Minnesota
$117K -$19.7K -260 -14%
TRCT
215
Tower Research Capital (TRC)
New York
$105K -$15K -198 -12%
CCM
216
Coldstream Capital Management
Washington
$101K +$101K +1,337 New
S
217
SignatureFD
Georgia
$71.2K +$3.64K +48 +5%
Lazard Asset Management
218
Lazard Asset Management
New York
$70K +$70K +928 New
AssetMark Inc
219
AssetMark Inc
California
$68.7K +$11.4K +150 +20%
FGA
220
Fortis Group Advisors
New Jersey
$66.4K
NB
221
NBT Bank
New York
$56.9K
FNWM
222
Financial Network Wealth Management
Utah
$55K +$55K +727 New
SAM
223
Smartleaf Asset Management
Massachusetts
$45.3K -$3K -40 -6%
AA
224
Ancora Advisors
Ohio
$37.9K
TC
225
Trust Company
Kansas
$37.9K