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
KIM
726
Kestra Investment Management
Texas
$16K
CAM
727
Costello Asset Management
Pennsylvania
$16K
TFGT
728
TS Financial Group (TSFG)
Illinois
$16K
AEPWM
729
Atlantic Edge Private Wealth Management
Florida
$15.5K
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$15.4K
TCM
731
Tradewinds Capital Management
Washington
$15.2K
CMP
732
Coston McIsaac & Partners
Maine
$15K
HWM
733
Hemington Wealth Management
Virginia
$15K
WTC
734
WhitTier Trust Company
Nevada
$14.9K
FDCP
735
Foster Dykema Cabot & Partners
Massachusetts
$14.7K
GCM
736
Gables Capital Management
Florida
$13.8K
DIP
737
DT Investment Partners
Pennsylvania
$12.8K
MCM
738
MV Capital Management
Maryland
$12.7K
SS
739
SBI Securities
Japan
$12.7K
GSWM
740
Golden State Wealth Management
California
$12.5K
RTC
741
Riverview Trust Company
Washington
$12.3K
RA
742
Rise Advisors
New York
$12K
OIA
743
Optimum Investment Advisors
Illinois
$12K
SSB
744
Sandy Spring Bank
Maryland
$11.5K
ADL
745
Asset Dedication LLC
California
$11.5K
HIIFS
746
Harel Insurance Investments & Financial Services
Israel
$11K
SC
747
Steph & Co
Wisconsin
$10.9K
FMP
748
Financial Management Professionals
Texas
$10.6K
UIA
749
Ulland Investment Advisors
Minnesota
$10K
MHR
750
Matthew Hamilton Rosenberg
$9.62K