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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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$152K
AIP
177
Ameritas Investment Partners
Nebraska
$143K +$10.5K +338 +8%
Mitsubishi UFJ Trust & Banking
178
Mitsubishi UFJ Trust & Banking
Japan
$128K +$124K +3,988 New
CIAS
179
CBIZ Investment Advisory Services
Ohio
$126K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$124K +$16.4K +527 +15%
AAP
181
Arax Advisory Partners
Colorado
$123K +$107K +3,426 +810%
TRCT
182
Tower Research Capital (TRC)
New York
$113K -$10.4K -334 -9%
SOADOR
183
State of Alaska Department of Revenue
Alaska
$113K
VCM
184
Versant Capital Management
Arizona
$112K +$14.7K +473 +16%
Ensign Peak Advisors
185
Ensign Peak Advisors
Utah
$111K -$15.6K -500 -13%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$109K -$35.3K -1,136 -25%
FAM
187
Fulcrum Asset Management
United Kingdom
$91K +$87.5K +2,815 New
AF
188
Allworth Financial
California
$82.4K +$51.8K +1,666 +185%
S
189
SignatureFD
Georgia
$81.5K +$39.9K +1,282 +102%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$80K
HNB
191
Huntington National Bank
Ohio
$78.1K -$6.13K -197 -7%
GKIM
192
GW&K Investment Management
Massachusetts
$75K -$14.8M -475,941 -100%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$74.7K +$7.09K +228 +11%
Osaic Holdings
194
Osaic Holdings
Arizona
$74.7K +$10.8K +348 +18%
EWA
195
EverSource Wealth Advisors
Alabama
$73.6K +$24.3K +782 +52%
IWC
196
Integrated Wealth Concepts
Massachusetts
$69K +$66.9K +2,151 New
US Bancorp
197
US Bancorp
Minnesota
$66.4K +$21.8K +702 +51%
C
198
Covestor
United Kingdom
$63K +$56.4K +1,815 +1,260%
GI
199
GAMMA Investing
California
$61.5K +$19.9K +640 +50%
NAS
200
Nykredit A/S
Denmark
$55.2K +$53.5K +1,720 New

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.