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
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
626
Banque Cantonale Vaudoise
Switzerland
$199K +$199K +1,244 New
CSPIA
627
Cary Street Partners Investment Advisory
Virginia
$198K +$13.5K +84 +7%
HI
628
Harbour Investments
Wisconsin
$193K +$4.17K +26 +2%
CSP
629
Cary Street Partners
Virginia
$178K -$22.9K -143 -11%
AIM
630
Arcadia Investment Management
Michigan
$160K
AssetMark Inc
631
AssetMark Inc
California
$159K +$16.8K +105 +12%
AA
632
Ancora Advisors
Ohio
$159K -$2.72K -17 -2%
BBHC
633
Brown Brothers Harriman & Co
New York
$148K -$114K -710 -43%
CI
634
CX Institutional
Indiana
$146K +$146K +910 New
FFA
635
Farther Finance Advisors
California
$144K +$33.6K +207 +30%
AF
636
Advisornet Financial
Minnesota
$140K
DSC
637
Duncker Streett & Co
Missouri
$138K -$16.8K -105 -11%
PS
638
Principal Securities
Iowa
$136K
PP
639
PFS Partners
New Jersey
$135K
SAM
640
Smartleaf Asset Management
Massachusetts
$133K +$7.27K +45 +6%
QL
641
Quarry LP
New York
$132K +$88.5K +552 +201%
MCM
642
MAI Capital Management
Ohio
$127K -$24.5K -153 -16%
PWMG
643
Prestige Wealth Management Group
New Jersey
$122K
BTI
644
Blue Trust Inc
Georgia
$119K +$4.49K +28 +4%
NA
645
NewEdge Advisors
Louisiana
$115K -$5.13K -32 -4%
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$94.2K +588 +507%
HB
647
Horizon Bancorp
Indiana
$110K -$2.24K -14 -2%
RIL
648
Rothschild Investment LLC
Illinois
$105K +$3.05K +19 +3%
PCM
649
Penserra Capital Management
California
$103K -$48.9K -310 -32%
ZBNA
650
Zions Bancorporation, National Association
Utah
$102K +$102K +636 New