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751 hedge funds and large institutions have $18.9B invested in CDW in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 258 increasing their positions, 299 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

7.44% more ownership

Funds ownership: 97.81%105.25% (+7.4%)

7% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 107

4% more call options, than puts

Call options by funds: $138M | Put options by funds: $132M

1% less funds holding

Funds holding: 755751 (-4)

14% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 299

Holders
751
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
114
Increased
258
Reduced
299
Closed
107
Calls
$138M
Puts
$132M
Net Calls
+$5.85M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
676
Synergy Investment Management
Florida
$6.99K -$126 -1 -2%
FFO
677
Fortitude Family Office
Arizona
$5.77K -$1.38K -11 -21%
KFG
678
Kingdom Financial Group
Arizona
$5.77K
AT
679
Avalon Trust
New Mexico
$5.63K -$56.5K -450 -92%
PWMG
680
Private Wealth Management Group
New Jersey
$5.63K -$9.54K -76 -66%
MHR
681
Matthew Hamilton Rosenberg
$5.63K
NICM
682
Neo Ivy Capital Management
New York
$5.48K +$4.9K +39 New
MP
683
McDonald Partners
Ohio
$5.2K +$4.65K +37 New
PWA
684
Physician Wealth Advisors
Utah
$5.06K -$502 -4 -10%
CA
685
Centerpoint Advisors
Massachusetts
$5K
SA
686
SRH Advisors
Kansas
$4.78K
USB
687
Union Savings Bank
Connecticut
$4.5K
PGAM
688
Princeton Global Asset Management
New Jersey
$4.31K -$7.16K -57 -65%
SSG
689
Summit Securities Group
New York
$4.22K +$1.13K +9 +43%
WB
690
Webster Bank
Connecticut
$4.22K +$3.77K +30 New
FRA
691
Front Row Advisors
California
$4.06K
AFC
692
Ares Financial Consulting
California
$4.03K +$1.51K +12 +71%
HIA
693
Harbor Investment Advisory
Maryland
$3.94K
APFP
694
Action Point Financial Planning
Michigan
$3.8K +$3.39K +27 New
HWP
695
Highline Wealth Partners
California
$3.66K -$3.14K -25 -49%
RWM
696
Raffa Wealth Management
District of Columbia
$3.52K -$2.39K -19 -43%
HFS
697
Hughes Financial Services
Virginia
$3.38K +$2.26K +18 +300%
KG
698
Kilter Group
New York
$3.23K -$2.76K -22 -49%
CFO
699
CVA Family Office
Colorado
$2.95K -$10.5K -84 -80%
NEWAS
700
N.E.W. Advisory Services
Wisconsin
$2.81K +$2.51K +20 New

CDW Hedge Fund Activity: Q2 2026 in Review

751 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2026, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CDW positions and 107 closed out — a net gain of 7 holders — while 258 added to existing stakes and 299 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $220M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 751 institutional investors held CDW (CDW) as of Q2 2026, down from 755 in Q1 2026.
  • Funds reported $18.9B of CDW stock for Q2 2026, up 24% quarter-over-quarter.
  • 114 funds opened new CDW positions in Q2 2026 and 107 closed out, a net change of +7 holders.
  • The largest CDW buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $220M added.
  • The largest CDW seller in Q2 2026 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2026.