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CDW
CDW

Overview Fund Activity

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

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$294M
2
Fidelity International
Fidelity International
Bermuda
+$259M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$214M
4
MNA
Manning & Napier Advisors
New York
+$74.9M
5
CAM
Contour Asset Management
New York
+$64.5M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$179M
2
UBS Group
UBS Group
Switzerland
-$103M
3
Holocene Advisors
Holocene Advisors
New York
-$93M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$82.4M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
751
Avalon Trust
New Mexico
$8.54K +$4.51K +28 +112%
SCB
752
Saudi Central Bank
Saudi Arabia
$8.33K +$8.33K +52 New
NC
753
NewSquare Capital
Pennsylvania
$8.17K +$6.25K +39 +325%
SIM
754
Synergy Investment Management
Florida
$7.97K – – –
PWMG
755
Private Wealth Management Group
New Jersey
$7.53K -$1.6K -10 -18%
MCM
756
Manchester Capital Management
Vermont
$6.73K +$2.56K +16 +62%
AWM
757
Abound Wealth Management
Tennessee
$6.59K -$1.93K -12 -23%
FGAM
758
Financial Gravity Asset Management
Texas
$6.09K +$6.09K +38 New
CA
759
Centerpoint Advisors
Massachusetts
$6K – – –
TFA
760
Transamerica Financial Advisors
Florida
$6K +$6K +34 New
CPA
761
Compass Planning Associates
Massachusetts
$5.82K – – –
MSWA
762
Marshall & Sterling Wealth Advisors
New York
$5.77K +$5.77K +36 New
SA
763
SRH Advisors
Kansas
$5.45K – – –
SIC
764
Salem Investment Counselors
North Carolina
$5.29K +$962 +6 +22%
SS
765
Sunbelt Securities
Texas
$5.29K – – –
CT
766
Colonial Trust
South Carolina
$5.1K -$478 -3 -9%
FRA
767
Front Row Advisors
California
$4.81K – – –
FPF
768
First Pacific Financial
Washington
$4.49K +$3.53K +22 +367%
IHWM
769
Iron Horse Wealth Management
Iowa
$4.49K +$4.49K +28 New
BCMLT
770
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.36K – – –
FWM
771
FSA Wealth Management
Massachusetts
$4.01K – – –
CAL
772
Capital Advisors Ltd
Ohio
$4K -$2.62K -17 -40%
EFMH
773
E Fund Management (HK)
Hong Kong
$4K +$2.44K +14 +156%
HNW
774
High Note Wealth
Minnesota
$3.69K – – –
HCM
775
Hollencrest Capital Management
California
$3.53K – – –
29 30
31
32 33