830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

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
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
526
Exchange Traded Concepts
Oklahoma
$340K
SOW
527
State of Wyoming
Wyoming
$338K
CG
528
Cynosure Group
Utah
$337K
GI
529
GAMMA Investing
California
$336K
FLPIM
530
F.L. Putnam Investment Management
Massachusetts
$334K
VC
531
Vestor Capital
Illinois
$333K
VWM
532
Valley Wealth Managers
New Jersey
$333K
JIC
533
Johnson Investment Counsel
Ohio
$331K
WANY
534
Wealthspire Advisors (New York)
New York
$331K
PWG
535
Portside Wealth Group
Utah
$330K
Brown Advisory
536
Brown Advisory
Maryland
$330K
GCP
537
GSA Capital Partners
United Kingdom
$329K
OC
538
Oppenheimer & Co
New York
$327K
DIM
539
Delta Investment Management
California
$326K
WA
540
Waverly Advisors
Alabama
$326K
SM
541
STF Management
Texas
$324K
UB
542
UMB Bank
Missouri
$322K
AWM
543
Apollon Wealth Management
South Carolina
$322K
WS
544
Wedbush Securities
California
$320K
BAM
545
Burgundy Asset Management
Ontario, Canada
$319K
WAM
546
Wolverine Asset Management
Illinois
$319K
TCOT
547
Trust Company of Toledo
Ohio
$316K
KCM
548
Kathmere Capital Management
Pennsylvania
$315K
GT
549
Greenleaf Trust
Michigan
$314K
JFL
550
Jarislowsky, Fraser Ltd
Quebec, Canada
$312K