CBIZ
263 hedge funds and large institutions have $1.43B invested in CBIZ in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 59 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 70
8% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 59
0% less funds holding
Funds holding: 264 → 263 (-1)
7% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $1.24M
4.49% less ownership
Funds ownership: 99.55% → 95.06% (-4.5%)
48% less capital invested
Capital invested by funds: $2.73B → $1.43B (-$1.31B)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$44.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$29.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$19.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$147M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$82.3M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$46.4M |
| 4 |
Morgan Stanley
New York
|
-$43.8M |
| 5 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$31.5M |
CBZ Hedge Fund Activity: Q1 2026 in Review
263 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2026, worth a combined $1.43B — down 48% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CBZ positions and 59 closed out — a net gain of 5 holders — while 97 added to existing stakes and 70 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $44.3M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $147M sold.
- 263 institutional investors held CBIZ (CBZ) as of Q1 2026, down from 264 in Q4 2025.
- Funds reported $1.43B of CBIZ stock for Q1 2026, down 48% quarter-over-quarter.
- 64 funds opened new CBIZ positions in Q1 2026 and 59 closed out, a net change of +5 holders.
- The largest CBIZ buyer in Q1 2026 was Bank of Montreal, an estimated $44.3M added.
- The largest CBIZ seller in Q1 2026 was Capital Research Global Investors, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2026.