We are live on ! Find out more

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
CCG
76
Chatham Capital Group
Georgia
$1.92M +$305K +9,816 +20%
Deutsche Bank
77
Deutsche Bank
Germany
$1.85M -$3.56M -114,599 -67%
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$1.85M
Vanguard Asset Management
79
Vanguard Asset Management
$1.63M +$222K +7,148 +16%
JP Morgan Chase
80
JP Morgan Chase
New York
$1.59M -$5.5M -176,891 -79%
Holocene Advisors
81
Holocene Advisors
New York
$1.53M +$344K +11,074 +30%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.47M +$130K +4,182 +10%
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.39M -$26.4M -850,157 -94%
PAG
84
Private Advisor Group
New Jersey
$1.37M
HSBC Holdings
85
HSBC Holdings
United Kingdom
$1.34M +$1.29M +41,460 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.33M -$1.68K -54 -0.1%
SG Americas Securities
87
SG Americas Securities
New York
$1.3M -$2.34M -75,165 -65%
Mariner
88
Mariner
Kansas
$1.28M +$1.24M +39,879 New
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$1.21M -$530K -17,039 -31%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.16M
GLA
91
Great Lakes Advisors
Illinois
$1.14M -$118K -3,803 -10%
RC
92
Roundview Capital
New Jersey
$1.11M -$28K -900 -3%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.11M +$612K +19,681 +132%
GAM
94
Gotham Asset Management
New York
$1.11M +$337K +10,825 +46%
Citadel Advisors
95
Citadel Advisors
Florida
$1.1M -$2.16M -69,410 -67%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$1.09M -$486K -15,614 -32%
Cerity Partners
97
Cerity Partners
New York
$1.08M +$670K +21,545 +178%
HighTower Advisors
98
HighTower Advisors
Illinois
$981K +$6.62K +213 +0.7%
BFG
99
Bleakley Financial Group
New Jersey
$966K +$522K +16,772 +126%
MIM
100
MetLife Investment Management
New Jersey
$926K +$39.5K +1,271 +5%

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.