828 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-16
Holders Change %
-1.9%
% of All Funds
11.25%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
100
Increased
305
Reduced
327
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
651
eCIO Inc
Wisconsin
$93.4K +$93.4K +583 New
LFG
652
Larson Financial Group
Missouri
$90.5K +$90.5K +565 New
Simplex Trading
653
Simplex Trading
Illinois
$86K +$86K +537 New
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$85.6K +$13.8K +86 +19%
BIG
655
Brooklyn Investment Group
New York
$84.6K +$21.4K +134 +34%
EB
656
Eastern Bank
Massachusetts
$83.7K -$15.9K -99 -16%
PGAM
657
Princeton Global Asset Management
New Jersey
$82.4K -$32.9K -205 -29%
SWM
658
Spire Wealth Management
Virginia
$80.5K -$1.44K -9 -2%
TF
659
Tompkins Financial
New York
$80.1K
MSWM
660
Mowery & Schoenfeld Wealth Management
Illinois
$80K -$3.53K -22 -4%
CIAM
661
Caitong International Asset Management
Hong Kong
$79.2K +$79.2K +494 New
JWA
662
JFS Wealth Advisors
Pennsylvania
$76.3K -$1.28K -8 -2%
PA
663
Parallel Advisors
California
$75.7K -$22.3K -139 -23%
WT
664
Whittier Trust
California
$72.1K
SFA
665
Semmax Financial Advisors
North Carolina
$71.7K -$112K -627 -61%
GFPC
666
Global Financial Private Client
Florida
$68.8K +$1.6K +10 +2%
Optiver Holding
667
Optiver Holding
Netherlands
$68.8K +$31.9K +199 +87%
APF
668
Alaska Permanent Fund
Alaska
$65.8K
TIM
669
Thompson Investment Management
Wisconsin
$63.3K
DWA
670
Dougherty Wealth Advisers
Minnesota
$63.1K
CA
671
Clearstead Advisors
Ohio
$62.3K +$27.1K +169 +77%
C
672
Covestor
United Kingdom
$62K +$35.5K +220 +134%
OIAM
673
OFI Invest Asset Management
France
$60.8K +$32.8K +221 +117%
MA
674
MCF Advisors
Kentucky
$59.9K -$55.1K -344 -48%
AF
675
Allworth Financial
California
$58.6K +$29.5K +186 +102%