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 %
PTC
551
Private Trust Company
Ohio
$297K +$54.5K +305 +22%
IPAM
552
ICICI Prudential Asset Management
India
$295K -$8.75K -49 -3%
PAM
553
Panagora Asset Management
Massachusetts
$295K -$893 -5 -0.3%
NWAG
554
Net Worth Advisory Group
Utah
$294K +$10.9K +61 +4%
ZIC
555
ZWJ Investment Counsel
Georgia
$294K
NP
556
NorthRock Partners
Minnesota
$287K +$34.6K +194 +14%
VA
557
VestGen Advisors
Illinois
$284K -$1.03K -6 -0.4%
DC
558
Davenport & Co
Virginia
$284K -$1.9M -10,622 -87%
SWP
559
Stratos Wealth Partners
Ohio
$283K -$20K -112 -7%
PP
560
PDS Planning
Ohio
$282K +$8.4K +47 +3%
SWP
561
Sagespring Wealth Partners
Tennessee
$281K +$281K +1,572 New
LCWP
562
Legacy Capital Wealth Partners
Arkansas
$278K +$33.8K +189 +14%
TAM
563
Trust Asset Management
Texas
$275K
CT
564
Chicago Trust
Illinois
$273K +$273K +1,530 New
AFG
565
Atomi Financial Group
New York
$273K +$273K +1,528 New
BCA
566
Bay Capital Advisors
Virginia
$268K -$179 -1 -0.1%
GWM
567
Geneos Wealth Management
Colorado
$267K -$138K -775 -34%
MPM
568
MBB Public Markets
Illinois
$266K -$61.8K -346 -19%
DIA
569
Dana Investment Advisors
Wisconsin
$265K -$12.7K -71 -5%
CAS
570
CTC Alternative Strategies
Illinois
$264K +$264K +1,480 New
VT
571
Vise Technologies
New York
$263K +$263K +1,472 New
LS
572
Livforsakringsbolaget Skandia
Sweden
$260K
CFO
573
Callan Family Office
Pennsylvania
$257K +$257K +1,438 New
ST
574
Smithfield Trust
Pennsylvania
$256K -$6.61K -37 -3%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$255K +$34.3K +192 +16%