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
KPWS
551
Kestra Private Wealth Services
Texas
$301K
HH
552
Hilltop Holdings
Texas
$298K
CCA
553
Checchi Capital Advisers
California
$298K
PTC
554
Private Trust Company
Ohio
$297K
IPAM
555
ICICI Prudential Asset Management
India
$295K
PAM
556
Panagora Asset Management
Massachusetts
$295K
NWAG
557
Net Worth Advisory Group
Utah
$294K
ZIC
558
ZWJ Investment Counsel
Georgia
$294K
NP
559
NorthRock Partners
Minnesota
$287K
VA
560
VestGen Advisors
Illinois
$284K
DC
561
Davenport & Co
Virginia
$284K
SWP
562
Stratos Wealth Partners
Ohio
$283K
PP
563
PDS Planning
Ohio
$282K
SWP
564
Sagespring Wealth Partners
Tennessee
$281K
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$278K
TAM
566
Trust Asset Management
Texas
$275K
CT
567
Chicago Trust
Illinois
$273K
AFG
568
Atomi Financial Group
New York
$273K
BCA
569
Bay Capital Advisors
Virginia
$268K
GWM
570
Geneos Wealth Management
Colorado
$267K
MPM
571
MBB Public Markets
Illinois
$266K
DIA
572
Dana Investment Advisors
Wisconsin
$265K
CAS
573
CTC Alternative Strategies
Illinois
$264K
VT
574
Vise Technologies
New York
$263K
LS
575
Livforsakringsbolaget Skandia
Sweden
$260K