830 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, 280 increasing their positions, 338 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.13%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
106
Increased
280
Reduced
338
Closed
84
Calls
$51.3M
Puts
$28.1M
Net Calls
+$23.2M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
751
Compass Planning Associates
Massachusetts
$6.49K
S
752
Sachetta
Massachusetts
$6.07K +$5.18K +29 +580%
SA
753
SRH Advisors
Kansas
$6.07K
CA
754
Centerpoint Advisors
Massachusetts
$6K
OAJ
755
Ogorek Anthony Joseph
New York
$6K +$6K +36 New
SS
756
Sunbelt Securities
Texas
$5.72K
FRA
757
Front Row Advisors
California
$5.36K
RF
758
Rossby Financial
Florida
$5.36K +$5.36K +30 New
TWD
759
True Wealth Design
Ohio
$5.18K +$3.39K +19 +190%
IHWM
760
Iron Horse Wealth Management
Iowa
$5K
HHMI
761
Howard Hughes Medical Institute
Maryland
$5K +$5K +28 New
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.87K
AWM
763
Abound Wealth Management
Tennessee
$4.85K -$2.51K -14 -34%
FWM
764
FSA Wealth Management
Massachusetts
$4.47K
DWM
765
Dogwood Wealth Management
Kansas
$4.34K +$3.98K +22 +1,100%
ADL
766
Asset Dedication LLC
California
$4.29K -$8.57K -48 -67%
EFMH
767
E Fund Management (HK)
Hong Kong
$4.11K
HNW
768
High Note Wealth
Minnesota
$4.11K
HCM
769
Hollencrest Capital Management
California
$3.93K
KG
770
Kilter Group
New York
$3.75K +$3.75K +21 New
IWM
771
IMG Wealth Management
Florida
$3.75K +$3.75K +21 New
CPG
772
Cornerstone Planning Group
New Jersey
$3.64K +$661 +4 +22%
RWPA
773
Richard W. Paul & Associates
Michigan
$3.39K
SA
774
Scarborough Advisors
Maryland
$3.39K +$3.39K +19 New
CSB
775
City State Bank
Iowa
$3.22K