833 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, 279 increasing their positions, 341 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

1.96% more ownership

Funds ownership: 91.75%93.71% (+2%)

0% more funds holding

Funds holding: 829833 (+4)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 341

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.3M
Puts
$28.1M
Net Calls
Net Calls Change

Top Sellers

1 -$268M
2 -$141M
3 -$128M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.6M
5
Morgan Stanley
Morgan Stanley
New York
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
376
Beacon Pointe Advisors
California
$1.05M
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$1.04M
STA
378
Summit Trail Advisors
New York
$1.02M
JFG
379
Jefferies Financial Group
New York
$1.02M
Lazard Asset Management
380
Lazard Asset Management
New York
$1.02M
BP
381
Ballentine Partners
Massachusetts
$1.01M
HWM
382
HB Wealth Management
Georgia
$993K
AIP
383
Ameritas Investment Partners
Nebraska
$992K
CAM
384
Cresset Asset Management
Illinois
$986K
EFM
385
E Fund Management
China
$976K
MML Investors Services
386
MML Investors Services
Massachusetts
$971K
CAU
387
Caxton Associates (UK)
$907K
DWM
388
Diversify Wealth Management
Utah
$902K
RCA
389
Resonant Capital Advisors
Wisconsin
$896K
AO
390
Advisor OS
Illinois
$894K
OAC
391
OMERS Administration Corp
Ontario, Canada
$857K
MGP
392
Metis Global Partners
California
$848K
SYBT
393
Stock Yards Bank & Trust
Kentucky
$836K
WSFS
394
Wilmington Savings Fund Society
Delaware
$835K
TMAM
395
Tokio Marine Asset Management
Japan
$831K
RFC
396
Regions Financial Corp
Alabama
$823K
CBUSF
397
Construction & Building Unions Superannuation Fund
Australia
$822K
EF
398
Empirical Finance
Pennsylvania
$816K
EWA
399
EP Wealth Advisors
California
$804K
HT
400
Headlands Technologies
Illinois
$795K