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
FC
551
Farringdon Capital
United Kingdom
$306K
CFG
552
Citizens Financial Group
Rhode Island
$305K
KPWS
553
Kestra Private Wealth Services
Texas
$301K
HH
554
Hilltop Holdings
Texas
$298K
CCA
555
Checchi Capital Advisers
California
$298K
PTC
556
Private Trust Company
Ohio
$297K
IPAM
557
ICICI Prudential Asset Management
India
$295K
PAM
558
Panagora Asset Management
Massachusetts
$295K
NWAG
559
Net Worth Advisory Group
Utah
$294K
ZIC
560
ZWJ Investment Counsel
Georgia
$294K
NP
561
NorthRock Partners
Minnesota
$287K
VA
562
VestGen Advisors
Illinois
$284K
DC
563
Davenport & Co
Virginia
$284K
SWP
564
Stratos Wealth Partners
Ohio
$283K
PP
565
PDS Planning
Ohio
$282K
SWP
566
Sagespring Wealth Partners
Tennessee
$281K
LCWP
567
Legacy Capital Wealth Partners
Arkansas
$278K
TAM
568
Trust Asset Management
Texas
$275K
CT
569
Chicago Trust
Illinois
$273K
AFG
570
Atomi Financial Group
New York
$273K
BCA
571
Bay Capital Advisors
Virginia
$268K
GWM
572
Geneos Wealth Management
Colorado
$267K
MPM
573
MBB Public Markets
Illinois
$266K
DIA
574
Dana Investment Advisors
Wisconsin
$265K
CAS
575
CTC Alternative Strategies
Illinois
$264K