833 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, 341 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

1.96% more ownership

Funds ownership: 91.75%93.71% (+2%)

0% more funds holding

Funds holding: 829833 (+4)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 341

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
TPWA
751
Twin Peaks Wealth Advisors
California
$8.53K
MCM
752
Manchester Capital Management
Vermont
$8.39K
CFB
753
Cullen/Frost Bankers
Texas
$6.63K
CPA
754
Compass Planning Associates
Massachusetts
$6.49K
S
755
Sachetta
Massachusetts
$6.07K
SA
756
SRH Advisors
Kansas
$6.07K
CA
757
Centerpoint Advisors
Massachusetts
$6K
OAJ
758
Ogorek Anthony Joseph
New York
$6K
SS
759
Sunbelt Securities
Texas
$5.72K
FRA
760
Front Row Advisors
California
$5.36K
RF
761
Rossby Financial
Florida
$5.36K
TWD
762
True Wealth Design
Ohio
$5.18K
IHWM
763
Iron Horse Wealth Management
Iowa
$5K
HHMI
764
Howard Hughes Medical Institute
Maryland
$5K
BCMLT
765
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.87K
AWM
766
Abound Wealth Management
Tennessee
$4.85K
FWM
767
FSA Wealth Management
Massachusetts
$4.46K
DWM
768
Dogwood Wealth Management
Kansas
$4.34K
ADL
769
Asset Dedication LLC
California
$4.29K
EFMH
770
E Fund Management (HK)
Hong Kong
$4.11K
HNW
771
High Note Wealth
Minnesota
$4.11K
HCM
772
Hollencrest Capital Management
California
$3.93K
KG
773
Kilter Group
New York
$3.75K
IWM
774
IMG Wealth Management
Florida
$3.75K
CPG
775
Cornerstone Planning Group
New Jersey
$3.63K