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CDW
CDW

Overview Fund Activity

828 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-16
Holders Change %
-1.9%
% of All Funds
11.25%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
100
Increased
305
Reduced
327
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$294M
2
Fidelity International
Fidelity International
Bermuda
+$259M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$214M
4
MNA
Manning & Napier Advisors
New York
+$74.9M
5
CAM
Contour Asset Management
New York
+$64.5M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$179M
2
UBS Group
UBS Group
Switzerland
-$103M
3
Holocene Advisors
Holocene Advisors
New York
-$93M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$82.4M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
601
Checchi Capital Advisers
California
$227K +$20.7K +129 +10%
NP
602
NorthRock Partners
Minnesota
$227K -$207K -1,293 -48%
SHFA
603
SS&H Financial Advisors
Michigan
$225K – – –
WGCA
604
Wolf Group Capital Advisors
Virginia
$225K +$225K +1,402 New
LCWP
605
Legacy Capital Wealth Partners
Arkansas
$219K +$219K +1,367 New
OFS
606
Orrstown Financial Services
Pennsylvania
$218K – – –
PTC
607
Private Trust Company
Ohio
$217K +$14.4K +90 +7%
GL
608
Graypoint LLC
New York
$217K -$9.3K -58 -4%
SCA
609
Snowden Capital Advisors
New York
$216K +$216K +1,347 New
Jones Financial Companies
610
Jones Financial Companies
Missouri
$215K +$25.3K +157 +13%
QWP
611
Quotient Wealth Partners
Texas
$215K +$13.3K +83 +7%
FFA
612
Florida Financial Advisors
Florida
$215K -$270K -1,683 -56%
TCM
613
Teza Capital Management
Illinois
$214K -$57.2K -357 -21%
SI
614
Seeds Investor
New York
$214K -$92K -574 -30%
CI
615
Cigna Investments
Connecticut
$214K -$4.48K -28 -2%
OIA
616
OneDigital Investment Advisors
Kansas
$212K +$212K +1,325 New
FTWA
617
Fifth Third Wealth Advisors
Ohio
$211K +$13.5K +84 +7%
EA
618
Ergawealth Advisors
Illinois
$210K +$641 +4 +0.3%
LSPW
619
Lake Street Private Wealth
Illinois
$208K – – –
SVWAG
620
Sound View Wealth Advisors Group
Georgia
$208K +$14.6K +91 +8%
VAG
621
VisionPoint Advisory Group
Texas
$206K +$23.4K +146 +13%
OIS
622
OneAscent Investment Solutions
Alabama
$204K +$204K +1,276 New
VSQM
623
V-Square Quantitative Management
Illinois
$203K -$2.72K -17 -1%
SHJ
624
Sharkey, Howes & Javer
Colorado
$202K – – –
ACM
625
Aster Capital Management
United Arab Emirates
$199K +$179K +1,005 +889%
23 24
25
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