830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

14% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $47.2M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
651
Zions Bancorporation, National Association
Utah
$102K
EI
652
eCIO Inc
Wisconsin
$93.4K
LFG
653
Larson Financial Group
Missouri
$90.5K
Simplex Trading
654
Simplex Trading
Illinois
$86K
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$85.6K
BIG
656
Brooklyn Investment Group
New York
$84.6K
EB
657
Eastern Bank
Massachusetts
$83.7K
PGAM
658
Princeton Global Asset Management
New Jersey
$82.4K
SWM
659
Spire Wealth Management
Virginia
$80.5K
TF
660
Tompkins Financial
New York
$80.1K
MSWM
661
Mowery & Schoenfeld Wealth Management
Illinois
$80K
CIAM
662
Caitong International Asset Management
Hong Kong
$79.2K
JWA
663
JFS Wealth Advisors
Pennsylvania
$76.3K
PA
664
Parallel Advisors
California
$75.7K
WT
665
Whittier Trust
California
$72.1K
SFA
666
Semmax Financial Advisors
North Carolina
$71.7K
GFPC
667
Global Financial Private Client
Florida
$68.8K
Optiver Holding
668
Optiver Holding
Netherlands
$68.8K
APF
669
Alaska Permanent Fund
Alaska
$65.8K
TIM
670
Thompson Investment Management
Wisconsin
$63.3K
DWA
671
Dougherty Wealth Advisers
Minnesota
$63.1K
CA
672
Clearstead Advisors
Ohio
$62.3K
C
673
Covestor
United Kingdom
$62K
OIAM
674
OFI Invest Asset Management
France
$60.8K
MA
675
MCF Advisors
Kentucky
$59.9K