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
IWM
776
IMG Wealth Management
Florida
$3.75K
CPG
777
Cornerstone Planning Group
New Jersey
$3.63K
RWPA
778
Richard W. Paul & Associates
Michigan
$3.39K
SA
779
Scarborough Advisors
Maryland
$3.39K
CSB
780
City State Bank
Iowa
$3.21K
CA
781
CoreCap Advisors
Michigan
$3.21K
AW
782
Avion Wealth
Texas
$3K
SO
783
Sierra Ocean
California
$2.87K
DPW
784
DiNuzzo Private Wealth
Pennsylvania
$2.86K
CB
785
CNB Bank
Pennsylvania
$2.86K
GGI
786
Godsey & Gibb Inc
Virginia
$2.7K
WWM
787
Wolff Wiese Magana
California
$2.68K
CFD
788
Creative Financial Designs
Indiana
$2.51K
FNWA
789
Financial Network Wealth Advisors
Utah
$2.5K
PSFG
790
Park Square Financial Group
Georgia
$2.32K
HIA
791
Harbor Investment Advisory
Maryland
$2.32K
TCM
792
TD Capital Management
Tennessee
$2.18K
FMP
793
Financial Management Professionals
Texas
$2.14K
CTWM
794
Cherry Tree Wealth Management
Minnesota
$2.05K
VNA
795
Valley National Advisers
Pennsylvania
$2K
AGWCA
796
Annis Gardner Whiting Capital Advisors
Florida
$1.97K
PWA
797
Physician Wealth Advisors
Utah
$1.79K
RWM
798
Rialto Wealth Management
New York
$1.61K
SIS
799
Sound Income Strategies
Florida
$1.61K
HFS
800
Hughes Financial Services
Virginia
$1.49K