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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
TCOV
201
Trust Company of Vermont
Vermont
$52.9K +$51.3K +1,650 New
KBC Group
202
KBC Group
Belgium
$52K
MFS
203
Montgomery Financial Services
Maryland
$47.9K +$46.4K +1,492 New
RWM
204
Raffa Wealth Management
District of Columbia
$37.9K +$36.7K +1,180 New
SCM
205
Sterling Capital Management
North Carolina
$31.8K +$21K +674 +212%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.3K -$4.32M -138,865 -99%
FFA
207
Farther Finance Advisors
California
$30.9K +$1.83K +59 +7%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$29.9K +$3.7K +119 +15%
FGA
209
Fortis Group Advisors
New Jersey
$28.1K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$27.3K +$25.2K +811 +1,978%
SAM
211
Smartleaf Asset Management
Massachusetts
$23.5K
KFAS
212
Keating Financial Advisory Services
Kansas
$17K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$16.5K
AA
214
Ancora Advisors
Ohio
$16K
TC
215
Trust Company
Kansas
$16K
PA
216
Parallel Advisors
California
$15.7K +$7.65K +246 +102%
OCWP
217
Owl Creek Wealth Partners
Colorado
$12.5K +$11.8K +380 +3,800%
EP
218
Essential Partners
California
$11.9K +$6.38K +205 +124%
HCA
219
Harbor Capital Advisors
Illinois
$11K -$93 -3 -0.9%
NWS
220
Nvest Wealth Strategies
Ohio
$10.4K +$6.22K +200 +160%
QT
221
Quantbot Technologies
New York
$9.69K -$2.67M -85,866 -100%
RIL
222
Rothschild Investment LLC
Illinois
$8.56K +$3.2K +103 +63%
SC
223
SouthState Corp
Florida
$8.5K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$7.44K -$2.89K -93 -29%
Los Angeles Capital Management
225
Los Angeles Capital Management
California
$7.06K

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.