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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
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$276K +$268K +8,613 New
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$273K -$5.01K -161 -2%
FPCG
153
Forum Private Client Group
Indiana
$264K +$256K +8,219 New
CWWM
154
Clear Wave Wealth Management
New Jersey
$261K
LIP
155
Lighthouse Investment Partners
Florida
$259K +$251K +8,059 New
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$258K
Universal-Beteiligungs- und Servicegesellschaft
157
Universal-Beteiligungs- und Servicegesellschaft
Germany
$249K +$242K +7,771 New
ECM
158
Everence Capital Management
Indiana
$247K
KAS
159
Kestra Advisory Services
Texas
$241K
LFG
160
Larson Financial Group
Missouri
$231K +$86.7K +2,788 +63%
VT
161
Vise Technologies
New York
$230K +$223K +7,177 New
CCIA
162
Campbell & Co Investment Adviser
Maryland
$230K -$1.13M -36,390 -84%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$225K +$218K +7,020 New
MFG
164
Merit Financial Group
Georgia
$225K +$218K +7,005 New
HWA
165
HHM Wealth Advisors
Tennessee
$225K +$93.3K +3,000 +75%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$223K +$216K +6,961 New
Simplex Trading
167
Simplex Trading
Illinois
$221K +$6.19K +199 +3%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$210K +$204K +6,558 New
IC
169
Inscription Capital
Texas
$209K +$203K +6,517 New
GCP
170
GSA Capital Partners
United Kingdom
$208K -$314K -10,090 -61%
ProShare Advisors
171
ProShare Advisors
Maryland
$207K +$200K +6,444 New
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$203K -$6K -193 -3%
American Century Companies
173
American Century Companies
Missouri
$202K +$196K +6,292 New
ZBNA
174
Zions Bancorporation, National Association
Utah
$200K -$183K -5,871 -49%
Canada Life
175
Canada Life
Manitoba, Canada
$186K

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.