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
AF
676
Allworth Financial
California
$58.6K
SIM
677
Sentry Investment Management
Wisconsin
$57K
DZ Bank
678
DZ Bank
Germany
$53.8K
DMBA
679
Deseret Mutual Benefit Administrators
Utah
$53.4K
GEA
680
Glen Eagle Advisors
New Jersey
$52.4K
QC
681
Quent Capital
New York
$50.5K
TPCW
682
TD Private Client Wealth
New York
$49.7K
Q1WB
683
Quest 10 Wealth Builders
Virginia
$48.7K
CAL
684
Capital Analysts LLC
Pennsylvania
$46K
CA
685
Continuum Advisory
Idaho
$45.8K
GXJ
686
Global X Japan
Japan
$42.6K
ACA
687
Atlas Capital Advisors
Wyoming
$42.3K
PFBT
688
Parkside Financial Bank & Trust
Missouri
$42.1K
CT
689
Clearstead Trust
Maine
$42.1K
CWC
690
Carolinas Wealth Consulting
North Carolina
$40.5K
KB
691
Kimelman & Baird
New York
$40.1K
SL
692
Salomon & Ludwin
Virginia
$38.5K
TFIPS
693
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.2K
PPA
694
Pilgrim Partners Asia
Singapore
$35.3K
SHIM
695
Stone House Investment Management
Pennsylvania
$34.5K
MWM
696
Mascoma Wealth Management
New Hampshire
$34.3K
PMFA
697
Plante Moran Financial Advisors
Michigan
$32.1K
PW
698
Pandora Wealth
Illinois
$32.1K
BC
699
Bayforest Capital
United Kingdom
$30.6K
CFO
700
CVA Family Office
Colorado
$30.3K