CBIZ
275 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, 104 increasing their positions, 85 reducing their positions, and 39 closing their positions.
30% more call options, than puts
Call options by funds: $437K | Put options by funds: $337K
22% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 85
4.86% more ownership
Funds ownership: 83.16% → 88.02% (+4.9%)
1% more capital invested
Capital invested by funds: $3.39B → $3.43B (+$42.2M)
5% less funds holding
Funds holding: 290 → 275 (-15)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.7M |
| 2 |
Janus Henderson Group
London,
|
+$49.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.1M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$26.6M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$53.6M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$17.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.8M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$8.97M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$8.65M |
CBZ Hedge Fund Activity: Q2 2025 in Review
275 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2025, worth a combined $3.43B — up 1.2% from $3.39B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of CBZ and 29 opened new positions — a net loss of 10 holders — while 85 trimmed existing stakes and 104 added.
The largest buyer was Fidelity Investments, adding an estimated $59.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $53.6M.
- 275 institutional investors held CBIZ (CBZ) as of Q2 2025, down from 290 in Q1 2025.
- Funds reported $3.43B of CBIZ stock for Q2 2025, up 1.2% quarter-over-quarter.
- 29 funds opened new CBIZ positions in Q2 2025 and 39 closed out, a net change of -10 holders.
- The largest CBIZ buyer in Q2 2025 was Fidelity Investments, an estimated $59.7M added.
- The largest CBIZ seller in Q2 2025 was Dimensional Fund Advisors, an estimated $53.6M sold.
Based on aggregated 13F filings for Q2 2025.