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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$258M +$16.7M +536,239 +7%
BlackRock
2
BlackRock
New York
$159M +$36.1M +1,159,861 +30%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$111M -$1.69M -54,182 -2%
2C
4
22C Capital
Florida
$103M
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$72.5M +$3.53M +113,380 +5%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$72.3M +$5.63M +180,920 +9%
Morgan Stanley
7
Morgan Stanley
New York
$47.9M -$16M -515,888 -26%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.3M +$3.05M +97,978 +8%
State Street
9
State Street
Massachusetts
$39.9M +$2.89M +92,844 +8%
PCP
10
P2 Capital Partners
New York
$36.5M -$115K -3,700 -0.3%
B
11
BloombergSen
Ontario, Canada
$34.3M +$2.31M +74,277 +7%
RA
12
Royce & Associates
New York
$31.8M +$5.19M +166,908 +20%
Boston Partners
13
Boston Partners
Massachusetts
$25.7M +$6.75M +217,051 +39%
SAM
14
Silvercrest Asset Management
New York
$23.6M +$4.87M +156,723 +27%
Northern Trust
15
Northern Trust
Illinois
$22.8M -$1.8M -57,835 -8%
AQR Capital Management
16
AQR Capital Management
Connecticut
$22.8M +$14.4M +463,814 +189%
FAM
17
Fenimore Asset Management
New York
$21.9M -$18.5K -594 -0.1%
Charles Schwab
18
Charles Schwab
California
$21.4M +$1.36M +43,603 +7%
DCM
19
DG Capital Management
New York
$21.2M +$20.5M +660,000 New
Ameriprise
20
Ameriprise
Minnesota
$19M -$295K -9,485 -2%
Goldman Sachs
21
Goldman Sachs
New York
$18.9M -$3.05M -97,941 -14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$17.5M +$2.02K +65 +0%
WPC
23
Waters Parkerson & Co
Louisiana
$16.5M -$228K -7,335 -1%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$15.3M -$2.55M -81,896 -15%
Nuveen
25
Nuveen
North Carolina
$14.9M +$9.82M +315,750 +212%

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.