CBIZ
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 34 closing their positions.
24% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 34
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: 8 → 9 (+1)
2% more funds holding
Funds holding: 283 → 290 (+7)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$19.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.2M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$11.2M |
| 4 |
PCP
P2 Capital Partners
New York
|
+$8.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$65.9M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$21.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$20.8M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$12.9M |
| 5 |
Goldman Sachs
New York
|
-$11.6M |
CBZ Hedge Fund Activity: Q1 2025 in Review
290 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2025, worth a combined $3.39B — down 9.2% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CBZ positions and 34 closed out — a net gain of 8 holders — while 98 added to existing stakes and 80 trimmed.
The largest buyer was Artemis Investment Management, adding an estimated $19.1M. The largest seller was Capital Research Global Investors, cutting an estimated $65.9M.
- 290 institutional investors held CBIZ (CBZ) as of Q1 2025, up from 283 in Q4 2024.
- Funds reported $3.39B of CBIZ stock for Q1 2025, down 9.2% quarter-over-quarter.
- 42 funds opened new CBIZ positions in Q1 2025 and 34 closed out, a net change of +8 holders.
- The largest CBIZ buyer in Q1 2025 was Artemis Investment Management, an estimated $19.1M added.
- The largest CBIZ seller in Q1 2025 was Capital Research Global Investors, an estimated $65.9M sold.
Based on aggregated 13F filings for Q1 2025.