833 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, 341 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

1.96% more ownership

Funds ownership: 91.75%93.71% (+2%)

0% more funds holding

Funds holding: 829833 (+4)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 341

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
QWP
601
Quotient Wealth Partners
Texas
$231K
TSS
602
Two Sigma Securities
New York
$231K
OWM
603
OneAscent Wealth Management
Alabama
$229K
SHJ
604
Sharkey, Howes & Javer
Colorado
$225K
BWP
605
Balboa Wealth Partners
Arizona
$223K
SI
606
Seeds Investor
New York
$222K
UF
607
Univest Financial
Pennsylvania
$222K
OFS
608
OneAscent Financial Services
Alabama
$221K
ACP
609
Aviance Capital Partners
Florida
$217K
BTW
610
Boston Trust Walden
Massachusetts
$216K
AC
611
AlphaCore Capital
California
$216K
CI
612
CX Institutional
Indiana
$216K
NAAA
613
New Age Alpha Advisors
New York
$216K
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$212K
FTWA
615
Fifth Third Wealth Advisors
Ohio
$211K
TC
616
TownSquare Capital
Utah
$211K
IC
617
Iconiq Capital
California
$210K
BFO
618
Biltmore Family Office
North Carolina
$209K
AG
619
Ascent Group
Virginia
$208K
BSAM
620
Blue Square Asset Management
New York
$206K
SCP
621
Sivia Capital Partners
California
$205K
TPI
622
Trust Point Inc
Wisconsin
$204K
SIM
623
Stratos Investment Management
Ohio
$204K
VAG
624
VisionPoint Advisory Group
Texas
$204K
OIA
625
OneDigital Investment Advisors
Kansas
$203K