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 %
OWM
601
OneAscent Wealth Management
Alabama
$229K +$229K +1,284 New
SHJ
602
Sharkey, Howes & Javer
Colorado
$225K
BWP
603
Balboa Wealth Partners
Arizona
$223K +$223K +1,251 New
SI
604
Seeds Investor
New York
$222K -$16.6K -93 -7%
UF
605
Univest Financial
Pennsylvania
$222K +$222K +1,243 New
OFS
606
OneAscent Financial Services
Alabama
$221K +$221K +1,229 New
ACP
607
Aviance Capital Partners
Florida
$217K +$217K +1,216 New
BTW
608
Boston Trust Walden
Massachusetts
$216K +$216K +1,211 New
AC
609
AlphaCore Capital
California
$216K +$216K +1,210 New
CI
610
CX Institutional
Indiana
$216K +$53.3K +298 +33%
NAAA
611
New Age Alpha Advisors
New York
$216K +$216K +1,209 New
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$212K -$19.8K -111 -9%
FTWA
613
Fifth Third Wealth Advisors
Ohio
$211K -$23.6K -132 -10%
TC
614
TownSquare Capital
Utah
$211K -$3.72M -20,817 -95%
IC
615
Iconiq Capital
California
$210K +$210K +1,177 New
BFO
616
Biltmore Family Office
North Carolina
$209K +$209K +1,171 New
AG
617
Ascent Group
Virginia
$208K +$208K +1,167 New
BSAM
618
Blue Square Asset Management
New York
$206K +$206K +1,151 New
SCP
619
Sivia Capital Partners
California
$205K +$205K +1,150 New
TPI
620
Trust Point Inc
Wisconsin
$204K -$57.7K -323 -22%
SIM
621
Stratos Investment Management
Ohio
$204K +$204K +1,143 New
VAG
622
VisionPoint Advisory Group
Texas
$204K -$25.4K -142 -11%
OIA
623
OneDigital Investment Advisors
Kansas
$203K -$33.2K -186 -14%
NFG
624
Nadler Financial Group
Illinois
$203K +$203K +1,134 New
GWANC
625
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K +$202K +1,133 New