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
WTA
751
Washington Trust Advisors
Massachusetts
$9.62K
HCP
752
Hexagon Capital Partners
Arkansas
$9.29K
AT
753
Avalon Trust
New Mexico
$8.54K
SCB
754
Saudi Central Bank
Saudi Arabia
$8.33K
NC
755
NewSquare Capital
Pennsylvania
$8.17K
SIM
756
Synergy Investment Management
Florida
$7.97K
PWMG
757
Private Wealth Management Group
New Jersey
$7.53K
MCM
758
Manchester Capital Management
Vermont
$6.73K
AWM
759
Abound Wealth Management
Tennessee
$6.59K
FGAM
760
Financial Gravity Asset Management
Texas
$6.09K
CA
761
Centerpoint Advisors
Massachusetts
$6K
TFA
762
Transamerica Financial Advisors
Florida
$6K
CPA
763
Compass Planning Associates
Massachusetts
$5.82K
MSWA
764
Marshall & Sterling Wealth Advisors
New York
$5.77K
SA
765
SRH Advisors
Kansas
$5.45K
SIC
766
Salem Investment Counselors
North Carolina
$5.29K
SS
767
Sunbelt Securities
Texas
$5.29K
CT
768
Colonial Trust
South Carolina
$5.1K
FRA
769
Front Row Advisors
California
$4.81K
FPF
770
First Pacific Financial
Washington
$4.49K
IHWM
771
Iron Horse Wealth Management
Iowa
$4.49K
BCMLT
772
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.36K
FWM
773
FSA Wealth Management
Massachusetts
$4.01K
CAL
774
Capital Advisors Ltd
Ohio
$4K
EFMH
775
E Fund Management (HK)
Hong Kong
$4K