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
OIA
626
OneDigital Investment Advisors
Kansas
$203K
NFG
627
Nadler Financial Group
Illinois
$203K
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K
CWM
629
Connecticut Wealth Management
Connecticut
$201K
KFC
630
Klingenstein Fields & Co
New York
$201K
BBHC
631
Brown Brothers Harriman & Co
New York
$198K
MCM
632
MAI Capital Management
Ohio
$194K
RWM
633
RMG Wealth Management
Wisconsin
$186K
HI
634
Harbour Investments
Wisconsin
$182K
AIM
635
Arcadia Investment Management
Michigan
$179K
CT
636
Caldwell Trust
Florida
$177K
CSP
637
Cary Street Partners
Virginia
$168K
FFA
638
Farther Finance Advisors
California
$164K
SAM
639
Smartleaf Asset Management
Massachusetts
$161K
AF
640
Advisornet Financial
Minnesota
$157K
PS
641
Principal Securities
Iowa
$155K
PP
642
PFS Partners
New Jersey
$150K
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$146K
BTI
644
Blue Trust Inc
Georgia
$142K
AA
645
Ancora Advisors
Ohio
$138K
PWMG
646
Prestige Wealth Management Group
New Jersey
$136K
TCOT
647
Trust Company of Toledo
Ohio
$135K
PCM
648
Penserra Capital Management
California
$129K
BIG
649
Brooklyn Investment Group
New York
$124K
NA
650
NewEdge Advisors
Louisiana
$124K