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
BMSSC
301
B. Metzler seel. Sohn & Co
Germany
$2.09M
AI
302
Atria Investments
North Carolina
$2.08M
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$2.06M
OPS
304
Orion Portfolio Solutions
Nebraska
$2.02M
BCI
305
Brinker Capital Investments
Pennsylvania
$2.02M
Lido Advisors
306
Lido Advisors
California
$2.01M
HBT
307
Hills Bank & Trust
Iowa
$2M
GIM
308
Groesbeck Investment Management
New Jersey
$1.99M
OQS
309
Occudo Quantitative Strategies
Florida
$1.98M
DC
310
Davenport & Co
Virginia
$1.97M
MWM
311
Modern Wealth Management
Kansas
$1.95M
OAM
312
Ostrum Asset Management
France
$1.95M
William Blair & Company
313
William Blair & Company
Illinois
$1.92M
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$1.91M
IA
315
Icon Advisers
Colorado
$1.89M
SG Americas Securities
316
SG Americas Securities
New York
$1.88M
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$1.84M
AAM
318
Advisors Asset Management
Colorado
$1.83M
OBAM
319
ODDO BHF Asset Management
France
$1.83M
Nordea Investment Management
320
Nordea Investment Management
Sweden
$1.82M
BC
321
Bridgefront Capital
Texas
$1.81M
SF
322
Synovus Financial
Georgia
$1.81M
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$1.78M
ASN
324
Advisory Services Network
Georgia
$1.76M
PA
325
Profund Advisors
Maryland
$1.73M