830 hedge funds and large institutions have $22B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 increasing their positions, 338 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.13%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
106
Increased
280
Reduced
338
Closed
84
Calls
$51.3M
Puts
$28.1M
Net Calls
+$23.2M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NRD
326
Nebula Research & Development
New York
$1.57M +$122K +683 +8%
AAS
327
Avantax Advisory Services
Texas
$1.55M -$165K -922 -10%
WP
328
Woodline Partners
California
$1.54M -$45.6M -255,510 -97%
KRS
329
Kentucky Retirement Systems
Kentucky
$1.54M -$101K -565 -6%
AWM
330
AE Wealth Management
Kansas
$1.53M +$647K +3,622 +73%
VWM
331
Venturi Wealth Management
Texas
$1.5M -$115K -646 -7%
MSFS
332
Main Street Financial Solutions
Pennsylvania
$1.49M -$158K -886 -10%
Wealthfront Advisers
333
Wealthfront Advisers
California
$1.47M +$565K +3,162 +62%
Allianz Asset Management
334
Allianz Asset Management
Germany
$1.47M -$1.06M -5,924 -42%
PMAM
335
Picton Mahoney Asset Management
Ontario, Canada
$1.46M +$1.78K +10 +0.1%
Federated Hermes
336
Federated Hermes
Pennsylvania
$1.44M +$536K +3,004 +59%
AIM
337
Aigen Investment Management
New York
$1.44M +$39.3K +220 +3%
P
338
&Partners
Tennessee
$1.42M +$403K +2,259 +40%
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M -$43K -241 -3%
EBT
340
Enterprise Bank & Trust
Massachusetts
$1.42M -$20.7K -116 -1%
AssetMark Inc
341
AssetMark Inc
California
$1.41M +$1.24M +6,918 +697%
OWA
342
One Wealth Advisors
California
$1.37M +$243K +1,361 +22%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$1.37M +$202K +1,133 +17%
JF
344
Jump Financial
Illinois
$1.36M -$436K -2,444 -24%
CIA
345
Compass Ion Advisors
Pennsylvania
$1.35M -$74.8K -419 -5%
HZ
346
Hixon Zuercher
Ohio
$1.34M +$61.4K +344 +5%
HFM
347
Harvest Fund Management
China
$1.34M -$159K -892 -11%
SF
348
Synovus Financial
Georgia
$1.33M -$682K -3,821 -34%
EAM
349
Erste Asset Management
Austria
$1.33M +$388K +2,186 +41%
CTA
350
Chesley Taft & Associates
Illinois
$1.3M +$146K +815 +13%