CBIZ
264 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.
19% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 37
6.58% more ownership
Funds ownership: 92.96% → 99.54% (+6.6%)
2% more capital invested
Capital invested by funds: $2.69B → $2.73B (+$46.1M)
1% more funds holding
Funds holding: 262 → 264 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
21% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 103
83% less call options, than puts
Call options by funds: $267K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$118M |
| 3 |
SG Americas Securities
New York
|
+$37.2M |
| 4 |
RA
Royce & Associates
New York
|
+$27.6M |
| 5 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$121M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$25.8M |
| 3 |
JP Morgan Chase
New York
|
-$24.8M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$16.6M |
CBZ Hedge Fund Activity: Q4 2025 in Review
264 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2025, worth a combined $2.73B — up 1.7% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CBZ positions and 37 closed out — a net gain of 7 holders — while 81 added to existing stakes and 103 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $216M. The largest seller was Durable Capital Partners, cutting an estimated $121M.
- 264 institutional investors held CBIZ (CBZ) as of Q4 2025, up from 262 in Q3 2025.
- Funds reported $2.73B of CBIZ stock for Q4 2025, up 1.7% quarter-over-quarter.
- 44 funds opened new CBIZ positions in Q4 2025 and 37 closed out, a net change of +7 holders.
- The largest CBIZ buyer in Q4 2025 was Fidelity Investments, an estimated $216M added.
- The largest CBIZ seller in Q4 2025 was Durable Capital Partners, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2025.