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
SIM
501
Studio Investment Management
Illinois
$399K
HAG
502
HighPoint Advisor Group
Illinois
$398K
KCM
503
Kathmere Capital Management
Pennsylvania
$395K
JIC
504
Johnson Investment Counsel
Ohio
$395K
FFO
505
Fiduciary Family Office
Florida
$393K
TAP
506
Tounjian Advisory Partners
Florida
$392K
GWMR
507
GC Wealth Management RIA
Massachusetts
$391K
WS
508
Wedbush Securities
California
$387K
Jones Financial Companies
509
Jones Financial Companies
Missouri
$385K
AFW
510
Avantra Family Wealth
Pennsylvania
$384K
IC
511
IEQ Capital
California
$384K
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$380K
CTC
513
Central Trust Company
Missouri
$379K
ETC
514
Exchange Traded Concepts
Oklahoma
$378K
PAS
515
Park Avenue Securities
New York
$378K
VWM
516
Valley Wealth Managers
New Jersey
$375K
HI
517
Horizon Investments
North Carolina
$371K
DO
518
denkapparat Operations
Germany
$369K
EWA
519
EverSource Wealth Advisors
Alabama
$368K
SM
520
STF Management
Texas
$367K
GL
521
Graypoint LLC
New York
$366K
EI
522
Ellevest Inc
New York
$365K
MAS
523
Meeder Advisory Services
Ohio
$364K
WIA
524
World Investment Advisors
California
$362K
PWG
525
Portside Wealth Group
Utah
$361K