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290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% 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
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$223K
VI
202
Vestcor Inc
New Brunswick, Canada
$222K +$11.9K +148 +5%
FFB
203
First Financial Bankshares
Texas
$222K -$235K -2,923 -50%
QCM
204
Quantinno Capital Management
New York
$220K +$234K +2,903 New
ACM
205
Advisors Capital Management
New Jersey
$220K
JG
206
Jain Global
New York
$220K +$233K +2,894 New
Osaic Holdings
207
Osaic Holdings
Arizona
$207K +$122K +1,516 +125%
WF
208
Welch & Forbes
Massachusetts
$201K
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$162K -$6.92K -86 -4%
SWC
210
Spectrum Wealth Counsel
Indiana
$156K
KBC Group
211
KBC Group
Belgium
$153K
HNB
212
Huntington National Bank
Ohio
$146K -$23.6K -294 -13%
RI
213
Ridgewood Investments
New Jersey
$140K
TCOV
214
Trust Company of Vermont
Vermont
$125K
AB
215
Amalgamated Bank
New York
$124K +$483 +6 +0.4%
US Bancorp
216
US Bancorp
Minnesota
$117K -$20.9K -260 -14%
TRCT
217
Tower Research Capital (TRC)
New York
$105K -$15.9K -198 -12%
CCM
218
Coldstream Capital Management
Washington
$101K +$108K +1,337 New
S
219
SignatureFD
Georgia
$71.2K +$3.86K +48 +5%
Lazard Asset Management
220
Lazard Asset Management
New York
$70K +$74.6K +928 New
AssetMark Inc
221
AssetMark Inc
California
$68.7K +$12.1K +150 +20%
FGA
222
Fortis Group Advisors
New Jersey
$66.4K
NB
223
NBT Bank
New York
$56.9K
FNWM
224
Financial Network Wealth Management
Utah
$55K +$58.5K +727 New
SAM
225
Smartleaf Asset Management
Massachusetts
$45.3K -$3.22K -40 -6%