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 %
PGAM
651
Princeton Global Asset Management
New Jersey
$91.8K
TF
652
Tompkins Financial
New York
$89.3K
MSWM
653
Mowery & Schoenfeld Wealth Management
Illinois
$89.1K
JWA
654
JFS Wealth Advisors
Pennsylvania
$83.1K -$1.97K -11 -2%
EB
655
Eastern Bank
Massachusetts
$81.1K -$12.1K -68 -13%
WT
656
Whittier Trust
California
$80.4K
AAP
657
Arax Advisory Partners
Colorado
$77.9K +$45K +252 +137%
SOW
658
State of Wyoming
Wyoming
$76.1K -$300K -1,680 -80%
ZBNA
659
Zions Bancorporation, National Association
Utah
$73.4K -$40.2K -225 -35%
TIM
660
Thompson Investment Management
Wisconsin
$70.5K
DWA
661
Dougherty Wealth Advisers
Minnesota
$70.4K
MSE
662
MUFG Securities EMEA
United Kingdom
$70.2K -$12.4M -69,606 -99%
SIM
663
Sentry Investment Management
Wisconsin
$70K
MA
664
MCF Advisors
Kentucky
$66.8K
TFA
665
Transamerica Financial Advisors
Florida
$62.2K +$56.2K +315 +926%
OL
666
OneFund LLC
Florida
$61K +$61K +344 New
AF
667
Allworth Financial
California
$60.4K -$5.54K -31 -8%
GRP
668
Global Retirement Partners
California
$60K +$60K +336 New
DZ Bank
669
DZ Bank
Germany
$60K
DMBA
670
Deseret Mutual Benefit Administrators
Utah
$59.5K
CA
671
Clearstead Advisors
Ohio
$58.9K -$10.5K -59 -15%
LFG
672
Larson Financial Group
Missouri
$58.2K -$42.7K -239 -42%
CH
673
Cromwell Holdings
Wyoming
$54.6K +$21.1K +118 +63%
CAL
674
Capital Analysts LLC
Pennsylvania
$52K
GEA
675
Glen Eagle Advisors
New Jersey
$50.9K -$7.5K -42 -13%