CBIZ
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 52 closing their positions.
4.93% more ownership
Funds ownership: 88.02% → 92.96% (+4.9%)
5% less funds holding
Funds holding: 275 → 262 (-13)
17% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 52
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: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$253M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$74.9M |
| 3 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$38.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$28.8M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$44.4M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$40.3M |
| 3 |
JP Morgan Chase
New York
|
-$29.9M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$28.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.4M |
CBZ Hedge Fund Activity: Q3 2025 in Review
262 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2025, worth a combined $2.69B — down 22% from $3.43B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of CBZ and 43 opened new positions — a net loss of 9 holders — while 107 trimmed existing stakes and 69 added.
The largest buyer was Durable Capital Partners, opening a new position worth an estimated $253M. The largest seller was Capital World Investors, cutting an estimated $44.4M.
- 262 institutional investors held CBIZ (CBZ) as of Q3 2025, down from 275 in Q2 2025.
- Funds reported $2.69B of CBIZ stock for Q3 2025, down 22% quarter-over-quarter.
- 43 funds opened new CBIZ positions in Q3 2025 and 52 closed out, a net change of -9 holders.
- The largest CBIZ buyer in Q3 2025 was Durable Capital Partners, an estimated $253M added.
- The largest CBIZ seller in Q3 2025 was Capital World Investors, an estimated $44.4M sold.
Based on aggregated 13F filings for Q3 2025.