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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 %
SO
776
Sierra Ocean
California
$3.22K -$965 -6 -23%
CA
777
Crewe Advisors
Utah
$3.21K +$3.21K +20 New
RWPA
778
Richard W. Paul & Associates
Michigan
$3.05K – – –
CSB
779
City State Bank
Iowa
$2.89K – – –
DF
780
Dunhill Financial
United Kingdom
$2.79K -$493 -3 -15%
CPG
781
Cornerstone Planning Group
New Jersey
$2.79K +$2.32K +15 +500%
CA
782
CoreCap Advisors
Michigan
$2.72K -$89.1K -556 -97%
DPW
783
DiNuzzo Private Wealth
Pennsylvania
$2.57K +$321 +2 +14%
CB
784
CNB Bank
Pennsylvania
$2.56K – – –
GGI
785
Godsey & Gibb Inc
Virginia
$2.41K – – –
WT
786
Washington Trust
Rhode Island
$2.4K -$801 -5 -25%
WWM
787
Wolff Wiese Magana
California
$2.4K -$801 -5 -25%
VWA
788
Valued Wealth Advisors
Utah
$2.24K – – –
FNWA
789
Financial Network Wealth Advisors
Utah
$2.24K +$962 +6 +75%
PSFG
790
Park Square Financial Group
Georgia
$2.08K – – –
HIA
791
Harbor Investment Advisory
Maryland
$2.08K – – –
PIS
792
POM Investment Strategies
North Carolina
$2.08K – – –
EWA
793
EQ Wealth Advisors
Texas
$2.08K +$2.08K +13 New
VNA
794
Valley National Advisers
Pennsylvania
$2K +$125 +1 +7%
TCM
795
TD Capital Management
Tennessee
$1.95K – – –
HFS
796
Hughes Financial Services
Virginia
$1.95K +$1.95K +12 New
CTWM
797
Cherry Tree Wealth Management
Minnesota
$1.84K – – –
TWD
798
True Wealth Design
Ohio
$1.6K +$962 +6 +150%
RS
799
Rakuten Securities
Japan
$1.44K – – –
SIS
800
Sound Income Strategies
Florida
$1.44K – – –
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32
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