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 %
RHJA
451
Rice Hall James & Associates
California
$522K -$7.68K -43 -1%
MSA
452
MUFG Securities Americas
New York
$521K +$99.8K +559 +24%
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$519K -$89.5K -501 -15%
CL
454
Choreo LLC
Illinois
$519K -$736K -4,119 -59%
WCM Investment Management
455
WCM Investment Management
California
$515K +$43.5K +245 +9%
NB
456
Nicolet Bankshares
Wisconsin
$511K -$67.2K -376 -12%
LFA
457
Laraway Financial Advisors
Minnesota
$508K -$3.22K -18 -0.6%
DILIC
458
Dai-ichi Life Insurance Company
Japan
$507K +$507K +2,840 New
HCM
459
Hengehold Capital Management
Ohio
$503K -$38.6K -216 -7%
LFAS
460
Level Four Advisory Services
Texas
$498K -$17.5K -98 -3%
Vontobel Holding
461
Vontobel Holding
Switzerland
$498K -$8.04K -45 -2%
IA
462
IFP Advisors
Florida
$495K -$83.8K -402 -14%
AIM
463
Acropolis Investment Management
Missouri
$493K -$60.2K -337 -11%
WANY
464
Wealthspire Advisors (New York)
New York
$492K +$123K +690 +33%
WJWM
465
Williams Jones Wealth Management
New York
$489K
TPCW
466
TD Private Client Wealth
New York
$488K +$433K +2,422 +781%
SC
467
Savant Capital
Illinois
$487K +$20K +112 +4%
PCP
468
Proficio Capital Partners
Massachusetts
$484K -$221K -1,239 -31%
CPCP
469
Cedar Point Capital Partners
Iowa
$482K +$482K +2,701 New
KeyBank National Association
470
KeyBank National Association
Ohio
$480K -$36.1K -202 -7%
BC
471
Bridgefront Capital
Texas
$478K -$1.54M -8,640 -76%
SCM
472
Stevens Capital Management
Pennsylvania
$478K -$78.1K -437 -14%
PP
473
Prudential plc
United Kingdom
$474K
4WM
474
44 Wealth Management
Oregon
$471K +$471K +2,639 New
VF
475
Vest Financial
Virginia
$471K +$70.2K +393 +18%