835 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, 279 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.97% more ownership

Funds ownership: 91.75%93.72% (+2%)

1% more funds holding

Funds holding: 829835 (+6)

19% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 343

Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.3M
Puts
$28.1M
Net Calls
Net Calls Change

Top Sellers

1 -$268M
2 -$141M
3 -$128M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.6M
5
Morgan Stanley
Morgan Stanley
New York
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
601
Meiji Yasuda Asset Management
Japan
$231K
QWP
602
Quotient Wealth Partners
Texas
$231K
TSS
603
Two Sigma Securities
New York
$231K
OWM
604
OneAscent Wealth Management
Alabama
$229K
SHJ
605
Sharkey, Howes & Javer
Colorado
$225K
BWP
606
Balboa Wealth Partners
Arizona
$223K
SI
607
Seeds Investor
New York
$222K
UF
608
Univest Financial
Pennsylvania
$222K
OFS
609
OneAscent Financial Services
Alabama
$221K
ACP
610
Aviance Capital Partners
Florida
$217K
BTW
611
Boston Trust Walden
Massachusetts
$216K
AC
612
AlphaCore Capital
California
$216K
CI
613
CX Institutional
Indiana
$216K
NAAA
614
New Age Alpha Advisors
New York
$216K
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$212K
FTWA
616
Fifth Third Wealth Advisors
Ohio
$211K
TC
617
TownSquare Capital
Utah
$211K
IC
618
Iconiq Capital
California
$210K
BFO
619
Biltmore Family Office
North Carolina
$209K
AG
620
Ascent Group
Virginia
$208K
BSAM
621
Blue Square Asset Management
New York
$206K
SCP
622
Sivia Capital Partners
California
$205K
TPI
623
Trust Point Inc
Wisconsin
$204K
SIM
624
Stratos Investment Management
Ohio
$204K
VAG
625
VisionPoint Advisory Group
Texas
$204K