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 %
TAP
501
Tounjian Advisory Partners
Florida
$392K -$5.77K -36 -1%
GWMR
502
GC Wealth Management RIA
Massachusetts
$391K +$391K +2,187 New
WS
503
Wedbush Securities
California
$387K +$31K +174 +9%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$385K +$148K +832 +62%
AFW
505
Avantra Family Wealth
Pennsylvania
$384K +$384K +2,148 New
IC
506
IEQ Capital
California
$384K +$384K +2,148 New
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$380K +$103K +579 +37%
CTC
508
Central Trust Company
Missouri
$379K -$45.2K -253 -11%
ETC
509
Exchange Traded Concepts
Oklahoma
$378K -$714 -4 -0.2%
PAS
510
Park Avenue Securities
New York
$378K -$59.7K -334 -14%
VWM
511
Valley Wealth Managers
New Jersey
$375K +$4.47K +25 +1%
HI
512
Horizon Investments
North Carolina
$371K +$29.3K +164 +9%
DO
513
denkapparat Operations
Germany
$369K +$80.4K +450 +28%
EWA
514
EverSource Wealth Advisors
Alabama
$368K +$67.1K +376 +22%
SM
515
STF Management
Texas
$367K +$6.79K +38 +2%
GL
516
Graypoint LLC
New York
$366K +$125K +700 +52%
EI
517
Ellevest Inc
New York
$365K -$40.7K -228 -10%
MAS
518
Meeder Advisory Services
Ohio
$364K -$113K -630 -24%
WIA
519
World Investment Advisors
California
$362K +$31.3K +175 +9%
PWG
520
Portside Wealth Group
Utah
$361K -$6.07K -34 -2%
Brown Advisory
521
Brown Advisory
Maryland
$359K -$8.22K -46 -2%
WAM
522
Wolverine Asset Management
Illinois
$355K
SI
523
Stephens Inc
Arkansas
$349K +$349K +1,956 New
JFL
524
Jarislowsky, Fraser Ltd
Quebec, Canada
$348K
PCM
525
Polymer Capital Management
New York
$347K +$347K +1,942 New