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751 hedge funds and large institutions have $18.9B invested in CDW in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 258 increasing their positions, 299 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

7.44% more ownership

Funds ownership: 97.81%105.25% (+7.4%)

7% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 107

4% more call options, than puts

Call options by funds: $138M | Put options by funds: $132M

1% less funds holding

Funds holding: 755751 (-4)

14% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 299

Holders
751
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
114
Increased
258
Reduced
299
Closed
107
Calls
$138M
Puts
$132M
Net Calls
+$5.85M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
551
Trust Asset Management
Texas
$208K +$186K +1,480 New
VAG
552
VisionPoint Advisory Group
Texas
$208K +$186K +1,478 New
CCM
553
Coldstream Capital Management
Washington
$206K +$184K +1,466 New
GWM
554
Geneos Wealth Management
Colorado
$204K
PF
555
Phoenix Financial
Israel
$204K +$182K +1,450 New
GI
556
GAMMA Investing
California
$202K -$7.54K -60 -4%
BA
557
Bard Associates
Illinois
$202K +$2.51K +20 +1%
LS
558
Livforsakringsbolaget Skandia
Sweden
$190K
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$188K -$32.8K -261 -16%
IWC
560
Integrated Wealth Concepts
Massachusetts
$188K -$141K -1,120 -46%
S
561
SignatureFD
Georgia
$178K -$4.39K -35 -3%
BBHC
562
Brown Brothers Harriman & Co
New York
$178K +$2.51K +20 +2%
ST
563
Smithfield Trust
Pennsylvania
$177K -$14.4K -115 -8%
QL
564
Quarry LP
New York
$172K +$3.52K +28 +2%
AF
565
Allworth Financial
California
$166K -$37.3K -297 -20%
OP
566
Oslo Pensjonsforsikring
$164K -$66.2K -527 -31%
AIP
567
Ameritas Investment Partners
Nebraska
$157K -$9.54K -76 -6%
HNB
568
Huntington National Bank
Ohio
$155K +$46.1K +367 +50%
HCM
569
Hollencrest Capital Management
California
$141K +$97.7K +778 +350%
SAM
570
Smartleaf Asset Management
Massachusetts
$139K
CT
571
Caldwell Trust
Florida
$139K
C
572
Covestor
United Kingdom
$139K +$36.4K +290 +42%
GIM
573
Groesbeck Investment Management
New Jersey
$133K -$36.3K -289 -23%
ANBT
574
American National Bank & Trust
Texas
$128K +$13.2K +105 +13%
DMBA
575
Deseret Mutual Benefit Administrators
Utah
$121K +$2.64K +21 +3%

CDW Hedge Fund Activity: Q2 2026 in Review

751 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2026, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CDW positions and 107 closed out — a net gain of 7 holders — while 258 added to existing stakes and 299 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $220M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 751 institutional investors held CDW (CDW) as of Q2 2026, down from 755 in Q1 2026.
  • Funds reported $18.9B of CDW stock for Q2 2026, up 24% quarter-over-quarter.
  • 114 funds opened new CDW positions in Q2 2026 and 107 closed out, a net change of +7 holders.
  • The largest CDW buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $220M added.
  • The largest CDW seller in Q2 2026 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2026.