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 %
AAP
701
Arax Advisory Partners
Colorado
$29.5K -$104K -647 -78%
OCM
702
Orion Capital Management
California
$27.7K
GKIM
703
GW&K Investment Management
Massachusetts
$27K +$11.9K +75 +79%
OP
704
ORG Partners
Indiana
$25.9K +$486 +3 +2%
OC
705
Oakworth Capital
Alabama
$25.6K
PWAM
706
Private Wealth Asset Management
Iowa
$25.6K +$25.6K +160 New
FHA
707
First Horizon Advisors
Tennessee
$24.8K -$1.28K -8 -5%
PB
708
Pinnacle Bancorp
Nebraska
$24.8K
CFB
709
Cullen/Frost Bankers
Texas
$23.9K +$21.3K +133 +831%
TCOV
710
Trust Company of Vermont
Vermont
$23.2K
TFM
711
TFC Financial Management
Massachusetts
$23.1K -$1.76K -11 -7%
BGAI
712
Bruce G. Allen Investments
Colorado
$22.8K +$21.5K +134 +1,675%
TWC
713
TD Waterhouse Canada
Ontario, Canada
$20.7K -$115K -710 -85%
NB
714
NBT Bank
New York
$20.7K -$69.9K -436 -77%
OWP
715
ORG Wealth Partners
Texas
$19.3K -$45.2K -279 -70%
SC
716
SouthState Corp
Florida
$19.2K +$19.2K +120 New
JGIA
717
Jackson Grant Investment Advisers
Connecticut
$19.1K
FFO
718
Fortitude Family Office
Arizona
$18.3K
BIA
719
Bell Investment Advisors
California
$18K +$481 +3 +3%
SIC
720
SJS Investment Consulting
Ohio
$17.1K -$321 -2 -2%
PWA
721
Physician Wealth Advisors
Utah
$16.8K +$16.8K +105 New
CCA
722
Catalyst Capital Advisors
New York
$16.5K -$321 -2 -2%
CIM
723
Contravisory Investment Management
Massachusetts
$16K
KIM
724
Kestra Investment Management
Texas
$16K +$11.1K +69 +223%
CAM
725
Costello Asset Management
Pennsylvania
$16K +$16K +100 New