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 %
MFG
401
Merit Financial Group
Georgia
$789K +$141K +791 +22%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$783K +$783K +4,386 New
CHC
403
City Holding Co
West Virginia
$783K -$34.3K -192 -4%
VA
404
Vident Advisory
Georgia
$776K +$18.9K +106 +3%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$772K +$243K +1,359 +46%
ACA
406
Aptus Capital Advisors
Alabama
$766K +$451K +2,525 +143%
AWAU
407
Alliance Wealth Advisors (Utah)
Utah
$762K +$4.29K +24 +0.6%
AAMU
408
APG Asset Management US
New York
$762K
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$750K -$6.79K -38 -0.9%
QCG
410
Quadrant Capital Group
Ohio
$742K +$176K +987 +31%
AF
411
Aviso Financial
Ontario, Canada
$729K -$136K -761 -16%
MFS
412
Mirabella Financial Services
United Kingdom
$726K -$1.97M -10,960 -73%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$724K -$7.11M -39,791 -91%
VI
414
Vestcor Inc
New Brunswick, Canada
$724K -$2.86K -16 -0.4%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$723K +$6.07K +34 +0.8%
SCA
416
Snowden Capital Advisors
New York
$720K +$479K +2,684 +199%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$715K +$158K +887 +28%
CIC
418
Carnegie Investment Counsel
Ohio
$714K -$56.3K -315 -7%
FT
419
Fiduciary Trust
Massachusetts
$707K -$99.3K -556 -12%
SWM
420
Salvus Wealth Management
New Jersey
$702K -$13K -73 -2%
FCBT
421
First Citizens Bank & Trust
North Carolina
$702K -$36.8K -206 -5%
TTIC
422
Tower Trust & Investment Company
Iowa
$698K +$2.14K +12 +0.3%
SSA
423
Schonfeld Strategic Advisors
New York
$698K -$3.26M -18,271 -82%
DTL
424
Dynamic Technology Lab
Singapore
$684K +$684K +3,830 New
PAG
425
Private Advisor Group
New Jersey
$673K +$45.2K +253 +7%