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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$14.6M
BCM
27
Basswood Capital Management
New York
$14.5M +$7.67M +246,597 +120%
UBS Group
28
UBS Group
Switzerland
$13.2M +$4.03M +129,592 +46%
Prudential Financial
29
Prudential Financial
New Jersey
$13.2M +$1.66M +53,334 +15%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$11.2M -$208K -6,680 -2%
MBI
31
Montrusco Bolton Investments
Quebec, Canada
$11M +$68.4K +2,200 +0.6%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$10.9M -$34.8K -1,118 -0.3%
DIA
33
Dana Investment Advisors
Wisconsin
$10.4M +$10M +322,771 New
Vanguard Fiduciary Trust
34
Vanguard Fiduciary Trust
Pennsylvania
$10.3M -$707K -22,744 -7%
GCM
35
Geneva Capital Management
Wisconsin
$9.43M -$1.84M -59,094 -17%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.95M +$6.33M +203,609 +270%
GC
37
GatePass Capital
Ohio
$8.3M +$5M +160,714 +164%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$7.76M -$1.01M -32,358 -12%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$7.32M +$1.24M +39,872 +23%
Bank of America
40
Bank of America
North Carolina
$7.19M -$6.41M -205,983 -48%
QCM
41
Quantinno Capital Management
New York
$7.01M +$1.36M +43,574 +25%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$6.85M +$1.77M +56,831 +36%
ECM
43
Engine Capital Management
New York
$6.48M +$6.28M +201,998 New
Creative Planning
44
Creative Planning
Kansas
$6.26M +$3.63M +116,861 +149%
First Trust Advisors
45
First Trust Advisors
Illinois
$6.08M +$3.96M +127,376 +205%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$6.05M +$679K +21,834 +13%
CC
47
Clearline Capital
New York
$5.59M
First Manhattan
48
First Manhattan
New York
$5.48M +$311K +10,000 +6%
EP
49
Edgestream Partners
New Jersey
$5.39M +$1.04M +33,472 +25%
Corient Private Wealth
50
Corient Private Wealth
Florida
$5.38M +$361K +11,595 +7%

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.