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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$353M -$5.2M -64,644 -1%
BlackRock
2
BlackRock
New York
$271M -$10.1M -125,155 -3%
Morgan Stanley
3
Morgan Stanley
New York
$237M +$4.62M +57,470 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$205M -$65.9M -819,192 -23%
BAM
5
Burgundy Asset Management
Ontario, Canada
$168M +$11.2M +138,886 +7%
PCP
6
P2 Capital Partners
New York
$145M +$8.7M +108,108 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$107M -$6.41M -79,687 -5%
Capital World Investors
8
Capital World Investors
California
$94.2M +$8.57M +106,594 +9%
State Street
9
State Street
Massachusetts
$87.8M -$579K -7,194 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$85.6M +$1.43M +17,725 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$78.6M +$4.59M +57,091 +6%
B
12
BloombergSen
Ontario, Canada
$77.6M -$1.44M -17,952 -2%
Northern Trust
13
Northern Trust
Illinois
$70.7M -$712K -8,847 -0.9%
GKIM
14
GW&K Investment Management
Massachusetts
$67.8M +$6.34M +78,811 +10%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$65.4M -$21.3M -264,913 -24%
PFM
16
Premier Fund Managers
United Kingdom
$60.8M -$217K -2,699 -0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$57.2M +$4.11M +51,158 +7%
SAM
18
Silvercrest Asset Management
New York
$53.6M -$8.59M -106,745 -13%
Invesco
19
Invesco
Georgia
$53.4M -$5.25M -65,281 -8%
AIM
20
Artemis Investment Management
United Kingdom
$47.9M +$19.1M +237,983 +60%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$44.4M -$5.11M -63,506 -10%
GIP
22
Granite Investment Partners
California
$40.8M -$1.85M -22,957 -4%
Charles Schwab
23
Charles Schwab
California
$39.8M -$946K -11,758 -2%
NPIC
24
Neumeier Poma Investment Counsel
California
$34.6M +$25.7K +320 +0.1%
Bank of America
25
Bank of America
North Carolina
$34.4M +$1.73M +21,495 +5%