835 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, 279 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: $ → $

1.97% more ownership

Funds ownership: 91.75%93.72% (+2%)

1% more funds holding

Funds holding: 829835 (+6)

19% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 343

Holders
835
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
WA
451
Wealth Alliance
New York
$537K
CUAMC
452
China Universal Asset Management Company
China
$534K
GI
453
GAMMA Investing
California
$523K
RHJA
454
Rice Hall James & Associates
California
$522K
MSA
455
MUFG Securities Americas
New York
$521K
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$519K
CL
457
Choreo LLC
Illinois
$519K
WCM Investment Management
458
WCM Investment Management
California
$515K
NB
459
Nicolet Bankshares
Wisconsin
$511K
LFA
460
Laraway Financial Advisors
Minnesota
$508K
DILIC
461
Dai-ichi Life Insurance Company
Japan
$507K
HCM
462
Hengehold Capital Management
Ohio
$503K
LFAS
463
Level Four Advisory Services
Texas
$498K
Vontobel Holding
464
Vontobel Holding
Switzerland
$498K
IA
465
IFP Advisors
Florida
$495K
AIM
466
Acropolis Investment Management
Missouri
$493K
WANY
467
Wealthspire Advisors (New York)
New York
$492K
WJWM
468
Williams Jones Wealth Management
New York
$489K
TPCW
469
TD Private Client Wealth
New York
$488K
SC
470
Savant Capital
Illinois
$487K
PCP
471
Proficio Capital Partners
Massachusetts
$484K
CPCP
472
Cedar Point Capital Partners
Iowa
$482K
KeyBank National Association
473
KeyBank National Association
Ohio
$480K
BC
474
Bridgefront Capital
Texas
$478K
SCM
475
Stevens Capital Management
Pennsylvania
$478K