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 %
HNB
576
Huntington National Bank
Ohio
$254K -$18.2K -102 -7%
AWA
577
Aaron Wealth Advisors
Illinois
$254K +$254K +1,425 New
VSQM
578
V-Square Quantitative Management
Illinois
$254K +$27.5K +154 +12%
HT
579
Heritage Trust
Oklahoma
$253K -$11.1K -62 -4%
PA
580
Parallel Advisors
California
$251K +$167K +934 +198%
WBC
581
Westpac Banking Corp
Australia
$251K -$5K -28 -2%
FFA
582
Florida Financial Advisors
Florida
$250K +$10.2K +57 +4%
PFM
583
Patton Fund Management
Texas
$249K +$249K +1,394 New
RCAG
584
Rehmann Capital Advisory Group
Michigan
$247K -$82.3K -461 -25%
BAAM
585
Baker Avenue Asset Management
California
$246K +$246K +1,375 New
MWM
586
Moran Wealth Management
Florida
$244K -$5.33M -29,823 -96%
OFS
587
Orrstown Financial Services
Pennsylvania
$243K
CGL
588
Clarius Group LLC
Washington
$243K -$62.9K -352 -21%
DS
589
DRW Securities
Illinois
$240K +$240K +1,345 New
CCM
590
Coldstream Capital Management
Washington
$240K -$87.3K -489 -27%
SPIA
591
Steward Partners Investment Advisory
New York
$239K -$38.4K -215 -14%
GWM
592
Gibbs Wealth Management
Georgia
$238K +$238K +1,335 New
PFS
593
Prospera Financial Services
Texas
$237K +$237K +1,329 New
SRC
594
Stone Run Capital
New York
$237K +$237K +1,325 New
EA
595
Ergawealth Advisors
Illinois
$234K +$893 +5 +0.4%
CAM
596
Claret Asset Management
Quebec, Canada
$234K +$234K +1,312 New
CI
597
Cigna Investments
Connecticut
$232K -$6.59K -37 -3%
MYAM
598
Meiji Yasuda Asset Management
Japan
$231K -$298K -1,668 -56%
QWP
599
Quotient Wealth Partners
Texas
$231K -$8.57K -48 -4%
TSS
600
Two Sigma Securities
New York
$231K +$231K +1,291 New