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 %
CA
776
CoreCap Advisors
Michigan
$3.22K +$179 +1 +6%
AW
777
Avion Wealth
Texas
$3K +$3K +21 New
SO
778
Sierra Ocean
California
$2.87K -$717 -4 -20%
DPW
779
DiNuzzo Private Wealth
Pennsylvania
$2.86K
CB
780
CNB Bank
Pennsylvania
$2.86K
GGI
781
Godsey & Gibb Inc
Virginia
$2.7K
WWM
782
Wolff Wiese Magana
California
$2.68K
CFD
783
Creative Financial Designs
Indiana
$2.51K +$2.33K +13 +1,300%
FNWA
784
Financial Network Wealth Advisors
Utah
$2.5K
PSFG
785
Park Square Financial Group
Georgia
$2.32K
HIA
786
Harbor Investment Advisory
Maryland
$2.32K
TCM
787
TD Capital Management
Tennessee
$2.18K
FMP
788
Financial Management Professionals
Texas
$2.14K -$9.64K -54 -82%
CTWM
789
Cherry Tree Wealth Management
Minnesota
$2.05K
VNA
790
Valley National Advisers
Pennsylvania
$2K -$133 -1 -6%
AGWCA
791
Annis Gardner Whiting Capital Advisors
Florida
$1.97K +$1.97K +11 New
PWA
792
Physician Wealth Advisors
Utah
$1.79K -$17K -95 -90%
RWM
793
Rialto Wealth Management
New York
$1.61K +$536 +3 +50%
SIS
794
Sound Income Strategies
Florida
$1.61K
HFS
795
Hughes Financial Services
Virginia
$1.49K -$497 -3 -25%
VWA
796
Valued Wealth Advisors
Utah
$1.43K -$1.07K -6 -43%
T
797
Transce3nd
Texas
$1.43K
PWM
798
Parkworth Wealth Management
California
$1.43K +$1.07K +6 +300%
TCA
799
Trifecta Capital Advisors
Illinois
$1.25K +$1.25K +7 New
HWP
800
Highline Wealth Partners
California
$1.25K +$1.25K +7 New