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
CGH
326
Crossmark Global Holdings
Texas
$1.73M
MSU
327
Mizuho Securities USA
New York
$1.71M
NB
328
Norinchukin Bank
Japan
$1.69M
AR
329
Advisory Research
Illinois
$1.69M
JF
330
Jump Financial
Illinois
$1.62M
AF
331
Avanza Fonder
Sweden
$1.58M
ZIG
332
Zuckerman Investment Group
Illinois
$1.58M
FCM
333
Fieldview Capital Management
Michigan
$1.55M
AAS
334
Avantax Advisory Services
Texas
$1.54M
Schroder Investment Management Group
335
Schroder Investment Management Group
United Kingdom
$1.54M
MSFS
336
Main Street Financial Solutions
Pennsylvania
$1.48M
KRS
337
Kentucky Retirement Systems
Kentucky
$1.47M
WG
338
Winton Group
United Kingdom
$1.45M
VWM
339
Venturi Wealth Management
Texas
$1.45M
N
340
Natixis
France
$1.42M
HWM
341
HB Wealth Management
Georgia
$1.36M
HFM
342
Harvest Fund Management
China
$1.34M
FRM
343
Fox Run Management
Connecticut
$1.34M
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$1.31M
PMAM
345
Picton Mahoney Asset Management
Ontario, Canada
$1.31M
NRD
346
Nebula Research & Development
New York
$1.3M
EBT
347
Enterprise Bank & Trust
Massachusetts
$1.29M
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$1.28M
CIA
349
Compass Ion Advisors
Pennsylvania
$1.28M
AAM
350
Azzad Asset Management
Virginia
$1.27M