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841 hedge funds and large institutions have $19.6B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 310 increasing their positions, 332 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 98

0.02% more ownership

Funds ownership: 92.53%92.56% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 332

1% less funds holding

Funds holding: 853841 (-12)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.84B)

14% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $47.2M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
841
Holders Change
-12
Holders Change %
-1.41%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
100
Increased
310
Reduced
332
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
251
Schonfeld Strategic Advisors
New York
$3.55M -$5.07M -27,925 -56%
TC
252
TownSquare Capital
Utah
$3.53M +$80.1K +441 +2%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$3.49M -$128K -706 -3%
FM
254
Foster & Motley
Ohio
$3.45M -$272K -1,496 -6%
BBVA
255
Banco Bilbao Vizcaya Argentaria
Spain
$3.44M +$446K +2,456 +13%
TI
256
Tidal Investments
Wisconsin
$3.43M +$612K +3,370 +19%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$3.39M +$778K +4,280 +25%
CWM
258
Congress Wealth Management
Massachusetts
$3.37M +$1.02M +5,614 +37%
Truist Financial
259
Truist Financial
North Carolina
$3.32M -$307K -1,691 -8%
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.31M -$7.92M -43,611 -68%
SC
261
Sawyer & Company
Massachusetts
$3.3M -$93.6K -515 -2%
IWS
262
Insight Wealth Strategies
California
$3.3M +$146K +805 +4%
YCM
263
Yousif Capital Management
Michigan
$3.24M +$528K +2,906 +17%
WHG
264
Westwood Holdings Group
Texas
$3.21M +$3.64M +20,030 New
SFA
265
Sequoia Financial Advisors
Ohio
$3.2M +$291K +1,604 +9%
NIM
266
NEOS Investment Management
Connecticut
$3.18M +$922K +5,074 +34%
NYLIM
267
New York Life Investment Management
New York
$3.17M -$25.1K -138 -0.7%
FNA
268
First National Advisers
Nebraska
$3.14M +$596K +3,279 +20%
PFSRSONJ
269
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.13M
SCM
270
Seascape Capital Management
New Hampshire
$3.09M +$147K +810 +4%
EMPI
271
Elo Mutual Pension Insurance
Finland
$3.03M +$808K +4,448 +31%
EF
272
Empowered Funds
Pennsylvania
$2.9M +$39.2K +216 +1%
SAA
273
Southeast Asset Advisors
Georgia
$2.81M -$332K -1,827 -9%
KIA
274
Knollwood Investment Advisory
Maryland
$2.79M
GIS
275
Graphene Investments SAS
France
$2.79M

CDW Hedge Fund Activity: Q1 2025 in Review

841 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2025, worth a combined $19.6B — down 8.6% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CDW positions and 98 closed out — a net gain of 2 holders — while 310 added to existing stakes and 332 trimmed.

The largest buyer was Macquarie Group, adding an estimated $333M. The largest seller was Alyeska Investment Group, cutting an estimated $203M.

  • 841 institutional investors held CDW (CDW) as of Q1 2025, down from 853 in Q4 2024.
  • Funds reported $19.6B of CDW stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 100 funds opened new CDW positions in Q1 2025 and 98 closed out, a net change of +2 holders.
  • The largest CDW buyer in Q1 2025 was Macquarie Group, an estimated $333M added.
  • The largest CDW seller in Q1 2025 was Alyeska Investment Group, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.