830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

14% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $47.2M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
Mather Group
Illinois
$589K
PTC
452
Petrus Trust Company
Texas
$582K
MFG
453
Merit Financial Group
Georgia
$582K
STA
454
Summit Trail Advisors
New York
$581K
CWM
455
Centric Wealth Management
Illinois
$568K
PAG
456
Private Advisor Group
New Jersey
$563K
IAS
457
Insigneo Advisory Services
Florida
$562K
BAMF
458
BI Asset Management Fondsmaeglerselskab
Denmark
$550K
APG
459
Abacus Planning Group
South Carolina
$545K
FC
460
Farringdon Capital
United Kingdom
$539K
EI
461
Ethic Inc
New York
$533K
USAA
462
United Services Automobile Association
Texas
$533K
IF
463
IRON Financial
Illinois
$533K
AFCM
464
Applied Finance Capital Management
Puerto Rico
$533K
LC
465
Lindbrook Capital
California
$530K
DWA
466
Douglass Winthrop Advisors
New York
$528K
CUAMC
467
China Universal Asset Management Company
China
$524K
BMC
468
Benin Management Corp
Connecticut
$521K
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$520K
1C
470
111 Capital
France
$520K
NB
471
Nicolet Bankshares
Wisconsin
$519K
O
472
Ossiam
France
$516K
AM
473
AGF Management
Ontario, Canada
$514K
LP
474
LMR Partners
United Kingdom
$510K
UCFA
475
United Capital Financial Advisors
Texas
$508K