828 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-16
Holders Change %
-1.9%
% of All Funds
11.25%
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
305
Reduced
327
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Shares
Change %
BMSSC
301
B. Metzler seel. Sohn & Co
Germany
$2.09M -$18.3K -114 -0.9%
AI
302
Atria Investments
North Carolina
$2.08M +$549K +3,426 +36%
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$138K +858 +7%
BCI
304
Brinker Capital Investments
Pennsylvania
$2.02M +$632K +3,944 +45%
OPS
305
Orion Portfolio Solutions
Nebraska
$2.02M +$632K +3,944 +45%
Lido Advisors
306
Lido Advisors
California
$2.01M -$473K -2,952 -19%
HBT
307
Hills Bank & Trust
Iowa
$2M +$17.6K +110 +0.9%
GIM
308
Groesbeck Investment Management
New Jersey
$1.99M -$76K -474 -4%
OQS
309
Occudo Quantitative Strategies
Florida
$1.98M -$379K -2,347 -16%
DC
310
Davenport & Co
Virginia
$1.97M +$50.2K +311 +3%
MWM
311
Modern Wealth Management
Kansas
$1.95M +$175K +1,091 +10%
OAM
312
Ostrum Asset Management
France
$1.95M +$556K +3,467 +40%
William Blair & Company
313
William Blair & Company
Illinois
$1.92M -$13.2M -82,227 -87%
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$1.91M -$21.9M -136,806 -92%
IA
315
Icon Advisers
Colorado
$1.89M
SG Americas Securities
316
SG Americas Securities
New York
$1.88M +$1.88M +11,738 New
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$1.84M +$1.6K +10 +0.1%
AAM
318
Advisors Asset Management
Colorado
$1.83M -$626K -3,904 -25%
OBAM
319
ODDO BHF Asset Management
France
$1.83M -$16.8K -105 -0.9%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$1.82M +$6.44K +40 +0.4%
BC
321
Bridgefront Capital
Texas
$1.81M +$1.52M +9,515 +527%
SF
322
Synovus Financial
Georgia
$1.81M +$31.9K +199 +2%
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$1.78M +$259K +1,619 +17%
ASN
324
Advisory Services Network
Georgia
$1.76M +$995K +6,211 +131%
PA
325
Profund Advisors
Maryland
$1.73M -$248K -1,545 -12%