830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

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
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
251
Tidal Investments
Wisconsin
$3.43M
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$3.39M
CWM
253
Congress Wealth Management
Massachusetts
$3.37M
Truist Financial
254
Truist Financial
North Carolina
$3.32M
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.31M
SC
256
Sawyer & Company
Massachusetts
$3.3M
IWS
257
Insight Wealth Strategies
California
$3.3M
YCM
258
Yousif Capital Management
Michigan
$3.24M
WHG
259
Westwood Holdings Group
Texas
$3.21M
SFA
260
Sequoia Financial Advisors
Ohio
$3.2M
NIM
261
NEOS Investment Management
Connecticut
$3.18M
NYLIM
262
New York Life Investment Management
New York
$3.17M
FNA
263
First National Advisers
Nebraska
$3.14M
PFSRSONJ
264
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.13M
SCM
265
Seascape Capital Management
New Hampshire
$3.09M
EMPI
266
Elo Mutual Pension Insurance
Finland
$3.03M
EF
267
Empowered Funds
Pennsylvania
$2.9M
SAA
268
Southeast Asset Advisors
Georgia
$2.81M
KIA
269
Knollwood Investment Advisory
Maryland
$2.79M
GIS
270
Graphene Investments SAS
France
$2.79M
RIM
271
Rakuten Investment Management
Japan
$2.75M
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$2.71M
TFA
273
Toth Financial Advisory
Virginia
$2.7M
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$2.69M
SCM
275
Shelton Capital Management
Colorado
$2.67M