844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CJ
801
Caitlin John
Michigan
$2.53K +$169 +1 +7%
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$2.44K -$348 -2 -13%
VWA
803
Valued Wealth Advisors
Utah
$2.44K
T
804
Transce3nd
Texas
$2.44K +$2.44K +14 New
HIA
805
Harbor Investment Advisory
Maryland
$2.26K -$1.22K -7 -35%
PIS
806
POM Investment Strategies
North Carolina
$2.26K
PSFG
807
Park Square Financial Group
Georgia
$2.26K +$2.26K +13 New
TCM
808
TD Capital Management
Tennessee
$2.11K
S
809
Sachetta
Massachusetts
$2.09K +$1.22K +7 +140%
NC
810
NewSquare Capital
Pennsylvania
$2.09K +$2.09K +12 New
CTWM
811
Cherry Tree Wealth Management
Minnesota
$2K
VNA
812
Valley National Advisers
Pennsylvania
$2K -$1.09M -8,163 -100%
EFMH
813
E Fund Management (HK)
Hong Kong
$2K +$1.78K +8 +800%
CIAS
814
CBIZ Investment Advisory Services
Ohio
$1.76K
RS
815
Rakuten Securities
Japan
$1.57K
WWP
816
WR Wealth Planners
Missouri
$1.57K
SIS
817
Sound Income Strategies
Florida
$1.57K
RWM
818
Ruedi Wealth Management
Illinois
$1.57K
FNWA
819
Financial Network Wealth Advisors
Utah
$1.39K
BGAI
820
Bruce G. Allen Investments
Colorado
$1.39K +$870 +5 +167%
PA
821
Pineridge Advisors
Missouri
$1.24K -$177 -1 -13%
FPF
822
First Pacific Financial
Washington
$1.05K -$1.74K -10 -63%
WCM
823
WealthTrak Capital Management
Virginia
$1.05K +$1.05K +6 New
DRP
824
Decker Retirement Planning
Utah
$1.04K +$1.04K +6 New
HFS
825
Hantz Financial Services
Michigan
$1K