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 %
STA
376
Summit Trail Advisors
New York
$1.02M +$372K +2,085 +58%
JFG
377
Jefferies Financial Group
New York
$1.02M +$320K +1,790 +46%
Lazard Asset Management
378
Lazard Asset Management
New York
$1.02M -$133K -743 -12%
SQA
379
Simon Quick Advisors
New Jersey
$1.02M +$215K +1,203 +27%
BP
380
Ballentine Partners
Massachusetts
$1.01M +$15.4K +86 +2%
HWM
381
HB Wealth Management
Georgia
$993K -$526K -2,946 -35%
AIP
382
Ameritas Investment Partners
Nebraska
$992K -$18.9K -106 -2%
CAM
383
Cresset Asset Management
Illinois
$986K +$57.9K +324 +6%
EFM
384
E Fund Management
China
$976K -$103K -578 -10%
MML Investors Services
385
MML Investors Services
Massachusetts
$971K -$23.8K -133 -2%
CAU
386
Caxton Associates (UK)
$907K -$153K -856 -14%
DWM
387
Diversify Wealth Management
Utah
$902K +$196K +1,197 +28%
RCA
388
Resonant Capital Advisors
Wisconsin
$896K +$125K +699 +16%
AO
389
Advisor OS
Illinois
$894K +$76.3K +427 +9%
OAC
390
OMERS Administration Corp
Ontario, Canada
$857K
MGP
391
Metis Global Partners
California
$848K -$103K -575 -11%
SYBT
392
Stock Yards Bank & Trust
Kentucky
$836K -$83K -465 -9%
WSFS
393
Wilmington Savings Fund Society
Delaware
$835K +$85.5K +479 +11%
TMAM
394
Tokio Marine Asset Management
Japan
$831K +$26.1K +146 +3%
RFC
395
Regions Financial Corp
Alabama
$823K +$30K +168 +4%
CBUSF
396
Construction & Building Unions Superannuation Fund
Australia
$822K +$268K +1,500 +48%
EF
397
Empirical Finance
Pennsylvania
$816K +$5.89K +33 +0.7%
EWA
398
EP Wealth Advisors
California
$804K -$243K -1,362 -23%
HT
399
Headlands Technologies
Illinois
$795K -$4.7M -26,323 -86%
CRC
400
Curi RMB Capital
Illinois
$794K -$1.95M -10,903 -71%