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258 hedge funds and large institutions have $1.63B invested in CBIZ in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 65 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 65

46% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $3.05M

15% more capital invested

Capital invested by funds: $1.43B → $1.63B (+$207M)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

0.04% less ownership

Funds ownership: 95.06%95.02% (-0.04%)

2% less funds holding

Funds holding: 263258 (-5)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
103
Reduced
65
Closed
45
Calls
$4.47M
Puts
$3.05M
Net Calls
+$1.42M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
226
J. Safra Asset Management
New York
$6.9K
GRP
227
Global Retirement Partners
California
$6.29K +$6.1K +196 New
BFS
228
Bare Financial Services
Pennsylvania
$5.97K +$5.04K +162 +675%
Optiver Holding
229
Optiver Holding
Netherlands
$5.58K -$933 -30 -15%
PWMG
230
Private Wealth Management Group
New Jersey
$5.39K +$591 +19 +13%
CA
231
Clearstead Advisors
Ohio
$5.2K +$5.04K +162 New
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$4.62K
BBHC
233
Brown Brothers Harriman & Co
New York
$3.75K
TWD
234
True Wealth Design
Ohio
$3.66K +$3.54K +114 New
CTC
235
Central Trust Company
Missouri
$3.46K -$2.05K -66 -38%
SGFG
236
Silver Grove Financial Group
New York
$3.11K +$3.02K +97 New
AW
237
Avion Wealth
Texas
$3K +$809 +26 +30%
BIA
238
Bell Investment Advisors
California
$2.41K +$622 +20 +36%
KG
239
Kilter Group
New York
$2.21K -$1.06K -34 -33%
WETS
240
Wealth Enhancement Trust Services
South Dakota
$1.89K +$1.83K +59 New
SIC
241
SJS Investment Consulting
Ohio
$1.76K +$1.52K +49 +817%
JWM
242
JPL Wealth Management
Colorado
$1.73K +$311 +10 +23%
IA
243
IFP Advisors
Florida
$1.64K +$995 +32 +168%
CPG
244
Cornerstone Planning Group
New Jersey
$1.61K +$871 +28 +233%
WTC
245
WhitTier Trust Company
Nevada
$1.59K
CA
246
CoreCap Advisors
Michigan
$1.12K +$1.09K +35 New
IPS
247
Investors Portfolio Services
Washington
$1.09K
HI
248
Harbour Investments
Wisconsin
$1.03K
BTI
249
Blue Trust Inc
Georgia
$994
TM
250
Torren Management
California
$770

CBZ Hedge Fund Activity: Q2 2026 in Review

258 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2026, worth a combined $1.63B — up 15% from $1.43B a quarter earlier.

Fund positioning in CBZ was balanced in Q2 2026: 45 funds opened new positions, 45 closed out, 103 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $36.1M. The largest seller was AllianceBernstein, cutting an estimated $26.4M.

  • 258 institutional investors held CBIZ (CBZ) as of Q2 2026, down from 263 in Q1 2026.
  • Funds reported $1.63B of CBIZ stock for Q2 2026, up 15% quarter-over-quarter.
  • 45 funds opened new CBIZ positions in Q2 2026 and 45 closed out, a net change of 0 holders.
  • The largest CBIZ buyer in Q2 2026 was BlackRock, an estimated $36.1M added.
  • The largest CBIZ seller in Q2 2026 was AllianceBernstein, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2026.