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
CWM
451
Centric Wealth Management
Illinois
$540K
SCM
452
SCS Capital Management
Massachusetts
$537K
WA
453
Wealth Alliance
New York
$537K
CUAMC
454
China Universal Asset Management Company
China
$534K
GI
455
GAMMA Investing
California
$523K
RHJA
456
Rice Hall James & Associates
California
$522K
MSA
457
MUFG Securities Americas
New York
$521K
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$519K
CL
459
Choreo LLC
Illinois
$519K
WCM Investment Management
460
WCM Investment Management
California
$515K
NB
461
Nicolet Bankshares
Wisconsin
$511K
LFA
462
Laraway Financial Advisors
Minnesota
$508K
DILIC
463
Dai-ichi Life Insurance Company
Japan
$507K
HCM
464
Hengehold Capital Management
Ohio
$503K
LFAS
465
Level Four Advisory Services
Texas
$498K
Vontobel Holding
466
Vontobel Holding
Switzerland
$498K
IA
467
IFP Advisors
Florida
$495K
AIM
468
Acropolis Investment Management
Missouri
$493K
WANY
469
Wealthspire Advisors (New York)
New York
$492K
WJWM
470
Williams Jones Wealth Management
New York
$489K
TPCW
471
TD Private Client Wealth
New York
$488K
SC
472
Savant Capital
Illinois
$487K
PCP
473
Proficio Capital Partners
Massachusetts
$484K
CPCP
474
Cedar Point Capital Partners
Iowa
$482K
KeyBank National Association
475
KeyBank National Association
Ohio
$480K