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
CH
701
Cromwell Holdings
Wyoming
$30.1K
AAP
702
Arax Advisory Partners
Colorado
$29.5K
OCM
703
Orion Capital Management
California
$27.7K
GKIM
704
GW&K Investment Management
Massachusetts
$27K
OP
705
ORG Partners
Indiana
$25.9K
JSAM
706
J. Safra Asset Management
New York
$25.8K
OC
707
Oakworth Capital
Alabama
$25.6K
PWAM
708
Private Wealth Asset Management
Iowa
$25.6K
FHA
709
First Horizon Advisors
Tennessee
$24.8K
PB
710
Pinnacle Bancorp
Nebraska
$24.8K
CFB
711
Cullen/Frost Bankers
Texas
$23.9K
TCOV
712
Trust Company of Vermont
Vermont
$23.2K
TFM
713
TFC Financial Management
Massachusetts
$23.1K
BGAI
714
Bruce G. Allen Investments
Colorado
$22.8K
TWC
715
TD Waterhouse Canada
Ontario, Canada
$20.7K
NB
716
NBT Bank
New York
$20.7K
OWP
717
ORG Wealth Partners
Texas
$19.3K
SC
718
SouthState Corp
Florida
$19.2K
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$19.1K
FFO
720
Fortitude Family Office
Arizona
$18.3K
BIA
721
Bell Investment Advisors
California
$17.9K
SIC
722
SJS Investment Consulting
Ohio
$17.1K
PWA
723
Physician Wealth Advisors
Utah
$16.8K
CCA
724
Catalyst Capital Advisors
New York
$16.5K
CIM
725
Contravisory Investment Management
Massachusetts
$16K