830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

14% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $47.2M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$227K
NP
602
NorthRock Partners
Minnesota
$227K
SHFA
603
SS&H Financial Advisors
Michigan
$225K
WGCA
604
Wolf Group Capital Advisors
Virginia
$225K
LCWP
605
Legacy Capital Wealth Partners
Arkansas
$219K
OFS
606
Orrstown Financial Services
Pennsylvania
$218K
PTC
607
Private Trust Company
Ohio
$217K
GL
608
Graypoint LLC
New York
$217K
SCA
609
Snowden Capital Advisors
New York
$216K
Jones Financial Companies
610
Jones Financial Companies
Missouri
$215K
QWP
611
Quotient Wealth Partners
Texas
$215K
FFA
612
Florida Financial Advisors
Florida
$215K
TCM
613
Teza Capital Management
Illinois
$214K
SI
614
Seeds Investor
New York
$214K
CI
615
Cigna Investments
Connecticut
$214K
OIA
616
OneDigital Investment Advisors
Kansas
$212K
FTWA
617
Fifth Third Wealth Advisors
Ohio
$211K
EA
618
Ergawealth Advisors
Illinois
$210K
LSPW
619
Lake Street Private Wealth
Illinois
$208K
SVWAG
620
Sound View Wealth Advisors Group
Georgia
$208K
VAG
621
VisionPoint Advisory Group
Texas
$206K
OIS
622
OneAscent Investment Solutions
Alabama
$204K
VSQM
623
V-Square Quantitative Management
Illinois
$203K
SHJ
624
Sharkey, Howes & Javer
Colorado
$202K
ACM
625
Aster Capital Management
United Arab Emirates
$199K