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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
201
State of Wyoming
Wyoming
$123K -$16.1K -249 -10%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$114K -$1.87K -29 -1%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$92K -$694K -10,764 -86%
TCOV
204
Trust Company of Vermont
Vermont
$87.4K
AB
205
Amalgamated Bank
New York
$87K
KBC Group
206
KBC Group
Belgium
$85K
US Bancorp
207
US Bancorp
Minnesota
$66.9K -$18.3K -284 -18%
A
208
AlphaQuest
New York
$62.5K +$75.1K +1,164 +6,847%
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.2K +$64.8K +1,005 New
VI
210
Vestcor Inc
New Brunswick, Canada
$51K
AssetMark Inc
211
AssetMark Inc
California
$49.3K -$451 -7 -0.7%
S
212
SignatureFD
Georgia
$48.6K -$6.97K -108 -11%
FGA
213
Fortis Group Advisors
New Jersey
$46.3K
DB
214
Danske Bank
Denmark
$42.4K
EWA
215
EverSource Wealth Advisors
Alabama
$42K +$4.58K +71 +10%
CIAM
216
Caitong International Asset Management
Hong Kong
$29.6K +$28.5K +442 +378%
AA
217
Ancora Advisors
Ohio
$26.5K
TC
218
Trust Company
Kansas
$26.5K
Jones Financial Companies
219
Jones Financial Companies
Missouri
$26K +$387 +6 +1%
WT
220
Whittier Trust
California
$25.1K
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$24K -$2.39K -37 -8%
SAM
222
Smartleaf Asset Management
Massachusetts
$23.1K +$20.3K +315 +276%
AAP
223
Arax Advisory Partners
Colorado
$20.8K +$21.5K +333 +555%
Optiver Holding
224
Optiver Holding
Netherlands
$17.8K -$4.51K -70 -17%
MCM
225
MAI Capital Management
Ohio
$17.4K -$322 -5 -1%