835 hedge funds and large institutions have $22B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 279 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.97% more ownership

Funds ownership: 91.75%93.72% (+2%)

1% more funds holding

Funds holding: 829835 (+6)

19% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 343

Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.3M
Puts
$28.1M
Net Calls
Net Calls Change

Top Sellers

1 -$268M
2 -$141M
3 -$128M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.6M
5
Morgan Stanley
Morgan Stanley
New York
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
751
CVA Family Office
Colorado
$9.11K
AWM
752
Activest Wealth Management
Florida
$9.11K
TPWA
753
Twin Peaks Wealth Advisors
California
$8.53K
MCM
754
Manchester Capital Management
Vermont
$8.39K
CFB
755
Cullen/Frost Bankers
Texas
$6.63K
CPA
756
Compass Planning Associates
Massachusetts
$6.49K
S
757
Sachetta
Massachusetts
$6.07K
SA
758
SRH Advisors
Kansas
$6.07K
CA
759
Centerpoint Advisors
Massachusetts
$6K
OAJ
760
Ogorek Anthony Joseph
New York
$6K
SS
761
Sunbelt Securities
Texas
$5.72K
FRA
762
Front Row Advisors
California
$5.36K
RF
763
Rossby Financial
Florida
$5.36K
TWD
764
True Wealth Design
Ohio
$5.18K
IHWM
765
Iron Horse Wealth Management
Iowa
$5K
HHMI
766
Howard Hughes Medical Institute
Maryland
$5K
BCMLT
767
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.87K
AWM
768
Abound Wealth Management
Tennessee
$4.85K
FWM
769
FSA Wealth Management
Massachusetts
$4.46K
DWM
770
Dogwood Wealth Management
Kansas
$4.34K
ADL
771
Asset Dedication LLC
California
$4.29K
EFMH
772
E Fund Management (HK)
Hong Kong
$4.11K
HNW
773
High Note Wealth
Minnesota
$4.11K
HCM
774
Hollencrest Capital Management
California
$3.93K
KG
775
Kilter Group
New York
$3.75K