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CBIZ
CBZ

Overview Fund Activity

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
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
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
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$160K +$21.7K +302 +16%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$156K +$2.8K +39 +2%
RI
203
Ridgewood Investments
New Jersey
$133K – – –
Raymond James Financial
204
Raymond James Financial
Florida
$132K +$132K +1,845 New
TCOV
205
Trust Company of Vermont
Vermont
$118K – – –
AB
206
Amalgamated Bank
New York
$118K – – –
KBC Group
207
KBC Group
Belgium
$116K -$29.5K -410 -20%
US Bancorp
208
US Bancorp
Minnesota
$111K +$861 +12 +0.8%
Osaic Holdings
209
Osaic Holdings
Arizona
$109K -$111K -1,377 -50%
S
210
SignatureFD
Georgia
$73.5K +$6.17K +86 +9%
VI
211
Vestcor Inc
New Brunswick, Canada
$70K -$141K -1,951 -67%
Lazard Asset Management
212
Lazard Asset Management
New York
$68K +$2.27K +32 +3%
AssetMark Inc
213
AssetMark Inc
California
$67.3K +$2.37K +33 +4%
FGA
214
Fortis Group Advisors
New Jersey
$62.7K – – –
NB
215
NBT Bank
New York
$53.8K – – –
EWA
216
EverSource Wealth Advisors
Alabama
$51.8K +$32.3K +450 +165%
SWIG
217
Strategic Wealth Investment Group
Kentucky
$36.9K +$36.9K +515 New
AA
218
Ancora Advisors
Ohio
$35.9K – – –
TC
219
Trust Company
Kansas
$35.9K – – –
BNP Paribas Asset Management
220
BNP Paribas Asset Management
France
$35K +$35K +483 New
Jones Financial Companies
221
Jones Financial Companies
Missouri
$34.7K +$5.33K +75 +18%
WT
222
Whittier Trust
California
$31.7K – – –
Optiver Holding
223
Optiver Holding
Netherlands
$29.1K +$5.74K +80 +25%
FHA
224
First Horizon Advisors
Tennessee
$27.8K – – –
MCM
225
MAI Capital Management
Ohio
$24K -$6.38K -89 -21%
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