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 %
CWM
626
Connecticut Wealth Management
Connecticut
$201K +$201K +1,128 New
KFC
627
Klingenstein Fields & Co
New York
$201K +$201K +1,126 New
BBHC
628
Brown Brothers Harriman & Co
New York
$198K +$33.4K +187 +20%
MCM
629
MAI Capital Management
Ohio
$194K +$52K +291 +37%
RWM
630
RMG Wealth Management
Wisconsin
$186K +$186K +1,031 New
HI
631
Harbour Investments
Wisconsin
$182K -$32.1K -180 -15%
AIM
632
Arcadia Investment Management
Michigan
$179K
CSP
633
Cary Street Partners
Virginia
$168K -$30K -168 -15%
FFA
634
Farther Finance Advisors
California
$164K +$5.18K +29 +3%
SAM
635
Smartleaf Asset Management
Massachusetts
$161K +$14.7K +83 +10%
AF
636
Advisornet Financial
Minnesota
$157K +$714 +4 +0.5%
PS
637
Principal Securities
Iowa
$155K +$15.7K +88 +11%
PP
638
PFS Partners
New Jersey
$150K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$146K +$50.2K +281 +53%
BTI
640
Blue Trust Inc
Georgia
$142K +$9.11K +51 +7%
AA
641
Ancora Advisors
Ohio
$138K -$39.6K -222 -22%
PWMG
642
Prestige Wealth Management Group
New Jersey
$136K
TCOT
643
Trust Company of Toledo
Ohio
$135K -$218K -1,218 -62%
PCM
644
Penserra Capital Management
California
$129K +$12.7K +71 +11%
BIG
645
Brooklyn Investment Group
New York
$124K +$29.8K +167 +32%
NA
646
NewEdge Advisors
Louisiana
$124K -$3.39K -19 -3%
SC
647
Steph & Co
Wisconsin
$124K +$111K +624 +918%
RIL
648
Rothschild Investment LLC
Illinois
$106K -$11.3K -63 -10%
OIAM
649
OFI Invest Asset Management
France
$97.8K +$35.4K +233 +57%
SWM
650
Spire Wealth Management
Virginia
$92K +$2.32K +13 +3%