838 hedge funds and large institutions have $22.1B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 increasing their positions, 343 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 funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.98% more ownership

Funds ownership: 91.93%93.91% (+2%)

1% more funds holding

Funds holding: 832838 (+6)

18% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 343

Holders
838
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
EF
401
Empirical Finance
Pennsylvania
$816K
EWA
402
EP Wealth Advisors
California
$804K
HT
403
Headlands Technologies
Illinois
$795K
CRC
404
Curi RMB Capital
Illinois
$794K
MFG
405
Merit Financial Group
Georgia
$789K
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$783K
CHC
407
City Holding Co
West Virginia
$783K
VA
408
Vident Advisory
Georgia
$776K
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$772K
ACA
410
Aptus Capital Advisors
Alabama
$766K
AWAU
411
Alliance Wealth Advisors (Utah)
Utah
$762K
AAMU
412
APG Asset Management US
New York
$762K
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$750K
QCG
414
Quadrant Capital Group
Ohio
$742K
AF
415
Aviso Financial
Ontario, Canada
$729K
MFS
416
Mirabella Financial Services
United Kingdom
$726K
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$724K
VI
418
Vestcor Inc
New Brunswick, Canada
$724K
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$723K
SCA
420
Snowden Capital Advisors
New York
$720K
SQA
421
Simon Quick Advisors
New Jersey
$717K
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$715K
CIC
423
Carnegie Investment Counsel
Ohio
$714K
FT
424
Fiduciary Trust
Massachusetts
$707K
SWM
425
Salvus Wealth Management
New Jersey
$702K