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 %
SIM
676
Sentry Investment Management
Wisconsin
$57K -$17K -115 -23%
DZ Bank
677
DZ Bank
Germany
$53.8K -$22.8K -142 -30%
DMBA
678
Deseret Mutual Benefit Administrators
Utah
$53.4K
GEA
679
Glen Eagle Advisors
New Jersey
$52.4K
QC
680
Quent Capital
New York
$50.5K -$9.3K -58 -16%
TPCW
681
TD Private Client Wealth
New York
$49.7K +$11.5K +72 +30%
Q1WB
682
Quest 10 Wealth Builders
Virginia
$48.7K -$8.49K -53 -15%
CAL
683
Capital Analysts LLC
Pennsylvania
$46K +$46K +289 New
CA
684
Continuum Advisory
Idaho
$45.8K +$9.94K +62 +28%
GXJ
685
Global X Japan
Japan
$42.6K +$42.6K +266 New
ACA
686
Atlas Capital Advisors
Wyoming
$42.3K -$552K -3,443 -93%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$42.1K +$8.98K +56 +27%
CT
688
Clearstead Trust
Maine
$42.1K -$4.01K -25 -9%
CWC
689
Carolinas Wealth Consulting
North Carolina
$40.5K -$191K -1,193 -83%
KB
690
Kimelman & Baird
New York
$40.1K
SL
691
Salomon & Ludwin
Virginia
$38.5K
TFIPS
692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.2K
PPA
693
Pilgrim Partners Asia
Singapore
$35.3K -$25.6K -160 -42%
SHIM
694
Stone House Investment Management
Pennsylvania
$34.5K +$34.5K +215 New
MWM
695
Mascoma Wealth Management
New Hampshire
$34.3K -$16.8K -105 -33%
PMFA
696
Plante Moran Financial Advisors
Michigan
$32.1K
PW
697
Pandora Wealth
Illinois
$32.1K +$32.1K +200 New
BC
698
Bayforest Capital
United Kingdom
$30.6K +$30.6K +191 New
CFO
699
CVA Family Office
Colorado
$30.3K -$96.5K -602 -76%
CH
700
Cromwell Holdings
Wyoming
$30.1K -$10.6K -66 -26%