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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
MCM
251
Manchester Capital Management
Vermont
$706
RWM
252
Rialto Wealth Management
New York
$610 +$591 +19 New
BGAI
253
Bruce G. Allen Investments
Colorado
$481 +$62 +2 +15%
NA
254
NewEdge Advisors
Louisiana
$385
CIAM
255
Caitong International Asset Management
Hong Kong
$353 -$2.77K -89 -89%
HFS
256
Hughes Financial Services
Virginia
$257 +$187 +6 +300%
SS
257
SBI Securities
Japan
$160
SM
258
Sunriver Management
Connecticut
-$26M -968,631 Closed
Millennium Management
259
Millennium Management
New York
-$12.5M -464,648 Closed
Point72 Asset Management
260
Point72 Asset Management
Connecticut
-$11.5M -429,664 Closed
Jane Street
261
Jane Street
New York
-$12.4M -399,920 Closed
Wellington Management Group
262
Wellington Management Group
Massachusetts
-$8.35M -310,838 Closed
WCM Investment Management
263
WCM Investment Management
California
-$4.95M -183,268 Closed
Squarepoint
264
Squarepoint
New York
-$3.11M -115,708 Closed
ACM
265
Aquatic Capital Management
Illinois
-$1.71M -63,867 Closed
ECM
266
ExodusPoint Capital Management
New York
-$1.64M -61,144 Closed
BFM
267
Boothbay Fund Management
New York
-$1.57M -58,533 Closed
SSA
268
Schonfeld Strategic Advisors
New York
-$1.08M -40,218 Closed
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
-$776K -28,887 Closed
N
270
Numerai
California
-$769K -28,654 Closed
OAM
271
Oxford Asset Management
United Kingdom
-$725K -27,001 Closed
FGP
272
Freestone Grove Partners
California
-$716K -26,652 Closed
EC
273
EntryPoint Capital
New York
-$644K -24,002 Closed
Assenagon Asset Management
274
Assenagon Asset Management
Luxembourg
-$604K -22,483 Closed
DFCM
275
Dark Forest Capital Management
Puerto Rico
-$489K -18,203 Closed

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.