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841 hedge funds and large institutions have $19.6B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 310 increasing their positions, 332 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 98

0.02% more ownership

Funds ownership: 92.53%92.56% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 332

1% less funds holding

Funds holding: 853841 (-12)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.84B)

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
841
Holders Change
-12
Holders Change %
-1.41%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
100
Increased
310
Reduced
332
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$153M -$4.52M -24,889 -3%
UBS AM
27
UBS AM
Illinois
$153M +$3.25M +17,895 +2%
Goldman Sachs
28
Goldman Sachs
New York
$142M -$6.81M -37,454 -4%
Bank of America
29
Bank of America
North Carolina
$141M +$57.8M +317,952 +56%
Ameriprise
30
Ameriprise
Minnesota
$139M +$18.7M +102,767 +13%
Capital World Investors
31
Capital World Investors
California
$138M +$221K +1,216 +0.1%
MAM
32
Madison Asset Management
Wisconsin
$134M +$15.2M +83,853 +11%
Charles Schwab
33
Charles Schwab
California
$131M +$4.03M +22,184 +3%
Amundi
34
Amundi
France
$126M -$47.5M -261,217 -24%
MIP
35
Mondrian Investment Partners
United Kingdom
$122M +$12.6M +69,449 +10%
First Trust Advisors
36
First Trust Advisors
Illinois
$117M -$2.28M -12,550 -2%
FMI
37
Fiduciary Management Inc
Wisconsin
$115M -$2.34M -12,874 -2%
PL
38
Perpetual Ltd
Australia
$114M -$16.5M -91,054 -11%
Norges Bank
39
Norges Bank
Norway
$110M -$26.4M -145,099 -17%
SI
40
Standard Investments
New York
$110M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$94.1M +$21.3M +117,161 +25%
Deutsche Bank
42
Deutsche Bank
Germany
$91.1M +$6.04M +33,247 +6%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$88.9M -$3.98M -21,885 -4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$88.9M -$10.3M -56,716 -9%
UBS Group
45
UBS Group
Switzerland
$87.1M -$116M -639,836 -54%
EWM
46
Evercore Wealth Management
New York
$81.7M -$2.59M -14,255 -3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$78.5M -$77.6M -426,922 -47%
FPP
48
Findlay Park Partners
United Kingdom
$76.2M +$1.18M +6,500 +1%
MNA
49
Manning & Napier Advisors
New York
$74.9M +$84.9M +467,416 New
American Century Companies
50
American Century Companies
Missouri
$71.2M -$186K -1,023 -0.2%

CDW Hedge Fund Activity: Q1 2025 in Review

841 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2025, worth a combined $19.6B — down 8.6% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CDW positions and 98 closed out — a net gain of 2 holders — while 310 added to existing stakes and 332 trimmed.

The largest buyer was Macquarie Group, adding an estimated $333M. The largest seller was Alyeska Investment Group, cutting an estimated $203M.

  • 841 institutional investors held CDW (CDW) as of Q1 2025, down from 853 in Q4 2024.
  • Funds reported $19.6B of CDW stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 100 funds opened new CDW positions in Q1 2025 and 98 closed out, a net change of +2 holders.
  • The largest CDW buyer in Q1 2025 was Macquarie Group, an estimated $333M added.
  • The largest CDW seller in Q1 2025 was Alyeska Investment Group, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.