844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
651
Avior Wealth Management
Nebraska
$146K +$1.57K +9 +1%
AAP
652
Arax Advisory Partners
Colorado
$145K +$106K +610 +276%
CFO
653
CVA Family Office
Colorado
$138K +$4.18K +24 +3%
PS
654
Principal Securities
Iowa
$136K -$206K -1,183 -60%
SAM
655
Smartleaf Asset Management
Massachusetts
$135K +$22.4K +129 +20%
SOW
656
State of Wyoming
Wyoming
$133K +$43K +247 +48%
PWMG
657
Prestige Wealth Management Group
New Jersey
$133K -$348 -2 -0.3%
NA
658
NewEdge Advisors
Louisiana
$130K -$256K -1,471 -66%
GWM
659
Geneos Wealth Management
Colorado
$127K
VFA
660
Values First Advisors
Tennessee
$126K -$124K -713 -50%
PGAM
661
Princeton Global Asset Management
New Jersey
$125K -$2.18M -12,526 -95%
MA
662
MCF Advisors
Kentucky
$125K -$50.6K -291 -29%
BTI
663
Blue Trust Inc
Georgia
$125K -$114K -653 -48%
EWA
664
EverSource Wealth Advisors
Alabama
$124K -$154K -886 -55%
HB
665
Horizon Bancorp
Indiana
$122K -$13.5K -78 -10%
FFA
666
Farther Finance Advisors
California
$119K +$16.4K +94 +16%
CWM
667
Compass Wealth Management
Connecticut
$112K
RIL
668
Rothschild Investment LLC
Illinois
$111K -$174 -1 -0.2%
EB
669
Eastern Bank
Massachusetts
$108K -$1.62M -9,303 -94%
PA
670
Parallel Advisors
California
$106K -$3.14K -18 -3%
RI
671
Ridgewood Investments
New Jersey
$104K +$104K +600 New
CA
672
CoreCap Advisors
Michigan
$99.7K -$51.3K -295 -34%
NB
673
NBT Bank
New York
$98.3K -$65.6K -377 -40%
GRP
674
Global Retirement Partners
California
$92.4K +$13.1K +75 +16%
MSWM
675
Mowery & Schoenfeld Wealth Management
Illinois
$90.7K +$3.83K +22 +4%