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
KCM
501
Kathmere Capital Management
Pennsylvania
$395K
JIC
502
Johnson Investment Counsel
Ohio
$395K
FFO
503
Fiduciary Family Office
Florida
$393K
TAP
504
Tounjian Advisory Partners
Florida
$392K
GWMR
505
GC Wealth Management RIA
Massachusetts
$391K
WS
506
Wedbush Securities
California
$387K
Jones Financial Companies
507
Jones Financial Companies
Missouri
$385K
AFW
508
Avantra Family Wealth
Pennsylvania
$384K
IC
509
IEQ Capital
California
$384K
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$380K
CTC
511
Central Trust Company
Missouri
$379K
ETC
512
Exchange Traded Concepts
Oklahoma
$378K
PAS
513
Park Avenue Securities
New York
$378K
VWM
514
Valley Wealth Managers
New Jersey
$375K
HI
515
Horizon Investments
North Carolina
$371K
DO
516
denkapparat Operations
Germany
$369K
EWA
517
EverSource Wealth Advisors
Alabama
$368K
SM
518
STF Management
Texas
$367K
GL
519
Graypoint LLC
New York
$366K
EI
520
Ellevest Inc
New York
$365K
MAS
521
Meeder Advisory Services
Ohio
$364K
WIA
522
World Investment Advisors
California
$362K
PWG
523
Portside Wealth Group
Utah
$361K
Brown Advisory
524
Brown Advisory
Maryland
$359K
WAM
525
Wolverine Asset Management
Illinois
$355K