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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
Citigroup
101
Citigroup
New York
$869K +$675K +21,706 +402%
Vanguard Personalized Indexing Management
102
Vanguard Personalized Indexing Management
California
$856K +$206K +6,611 +33%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$852K -$955K -30,699 -54%
Vanguard Global Advisers
104
Vanguard Global Advisers
Pennsylvania
$843K -$1.31K -42 -0.2%
Franklin Resources
105
Franklin Resources
California
$814K +$45.8K +1,472 +6%
DTL
106
Dynamic Technology Lab
Singapore
$777K -$337K -10,842 -31%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$774K +$58.5K +1,882 +8%
Mirae Asset Global ETFs Holdings
108
Mirae Asset Global ETFs Holdings
Hong Kong
$774K +$2.33K +75 +0.3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$772K +$748K +24,058 New
SDWMA
110
Schneider Downs Wealth Management Advisors
Pennsylvania
$748K +$3.11K +100 +0.4%
MYIA
111
Mount Yale Investment Advisors
Colorado
$740K -$364K -11,698 -34%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$734K -$370K -11,891 -34%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$712K +$41.6K +1,339 +6%
SEI Investments
114
SEI Investments
Pennsylvania
$710K -$318K -10,234 -32%
JT
115
Jupiter Topco
New York
$695K +$674K +21,663 New
II
116
Inspire Investing
Idaho
$675K +$56.7K +1,822 +9%
QC
117
Quadrature Capital
United Kingdom
$641K +$621K +19,970 New
CFG
118
Citizens Financial Group
Rhode Island
$639K +$620K +19,926 New
Raymond James Financial
119
Raymond James Financial
Florida
$629K -$454K -14,600 -43%
CFO
120
Callan Family Office
Pennsylvania
$595K +$45.4K +1,459 +9%
EGM
121
Engineers Gate Manager
New York
$551K -$5.53M -177,848 -91%
LIM
122
Letson Investment Management
Georgia
$514K
LPL Financial
123
LPL Financial
California
$512K -$401K -12,891 -45%
JF
124
Jump Financial
Illinois
$507K -$1.22M -39,308 -71%
UCFA
125
United Capital Financial Advisors
Texas
$491K +$10.6K +342 +2%

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.