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751 hedge funds and large institutions have $18.9B invested in CDW in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 258 increasing their positions, 299 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

7.44% more ownership

Funds ownership: 97.81%105.25% (+7.4%)

7% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 107

4% more call options, than puts

Call options by funds: $138M | Put options by funds: $132M

1% less funds holding

Funds holding: 755751 (-4)

14% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 299

Holders
751
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
114
Increased
258
Reduced
299
Closed
107
Calls
$138M
Puts
$132M
Net Calls
+$5.85M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$28.4K +$251 +2 +1%
KFAS
627
Keating Financial Advisory Services
Kansas
$28.4K +$19K +151 +296%
APW
628
Allied Private Wealth
Florida
$27.5K +$25.1K +200 New
OC
629
Oakworth Capital
Alabama
$26.8K
WSFS
630
Wilmington Savings Fund Society
Delaware
$25.7K +$126 +1 +0.5%
RF
631
Rossby Financial
Florida
$23.9K +$879 +7 +4%
CT
632
Clearstead Trust
Maine
$23.7K -$33.4K -266 -61%
EF
633
Entrust Financial
Pennsylvania
$22.8K
JSAM
634
J. Safra Asset Management
New York
$22.6K
TCOT
635
Trust Company of Toledo
Ohio
$22.1K
PWAM
636
Private Wealth Asset Management
Iowa
$21.9K
ZBNA
637
Zions Bancorporation, National Association
Utah
$21.4K +$1.76K +14 +10%
OCWP
638
Owl Creek Wealth Partners
Colorado
$18.3K
MWA
639
Medallion Wealth Advisors
Connecticut
$17K
SWM
640
SHP Wealth Management
Massachusetts
$16K +$1.38K +11 +11%
TC
641
Truvestments Capital
Florida
$15.9K +$14.2K +113 New
Optiver Holding
642
Optiver Holding
Netherlands
$15.8K +$14.1K +112 New
TCOV
643
Trust Company of Vermont
Vermont
$15.8K +$14.1K +112 New
TFGT
644
TS Financial Group (TSFG)
Illinois
$15K +$126 +1 +1%
EB
645
Eastern Bank
Massachusetts
$14.9K +$9.54K +76 +253%
AF
646
Align Financial
Minnesota
$14.6K
SC
647
Stance Capital
Massachusetts
$14.1K -$12.6K -100 -50%
CIM
648
Contravisory Investment Management
Massachusetts
$14.1K
CAM
649
Costello Asset Management
Pennsylvania
$14.1K
NB
650
NBT Bank
New York
$13.9K -$3.39K -27 -21%

CDW Hedge Fund Activity: Q2 2026 in Review

751 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2026, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CDW positions and 107 closed out — a net gain of 7 holders — while 258 added to existing stakes and 299 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $220M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 751 institutional investors held CDW (CDW) as of Q2 2026, down from 755 in Q1 2026.
  • Funds reported $18.9B of CDW stock for Q2 2026, up 24% quarter-over-quarter.
  • 114 funds opened new CDW positions in Q2 2026 and 107 closed out, a net change of +7 holders.
  • The largest CDW buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $220M added.
  • The largest CDW seller in Q2 2026 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2026.