CDW icon

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 %
RWM
801
Ruedi Wealth Management
Illinois
$1.44K – – –
T
802
Transce3nd
Texas
$1.28K -$962 -6 -43%
AWM
803
Activest Wealth Management
Florida
$1.12K +$1.12K +7 New
HFS
804
Hantz Financial Services
Michigan
$1K +$400 +2 +67%
RWM
805
Rialto Wealth Management
New York
$962 +$962 +6 New
S
806
Sachetta
Massachusetts
$802 -$1.12K -7 -58%
GC
807
Garde Capital
Washington
$802 +$802 +5 New
WA
808
Whipplewood Advisors
Colorado
$801 +$774 +145 +2,900%
WCM
809
WealthTrak Capital Management
Virginia
$642 -$321 -2 -33%
WTFG
810
Wood Tarver Financial Group
Idaho
$642 – – –
SN
811
Sittner & Nelson
Oregon
$641 – – –
BFS
812
Bare Financial Services
Pennsylvania
$641 +$641 +4 New
BWL
813
Bogart Wealth LLC
Virginia
$641 +$641 +4 New
WW
814
Winnow Wealth
Texas
$580 +$145 +1 +33%
NL
815
NVWM LLC
Pennsylvania
$481 -$321 -2 -40%
RAM
816
Riggs Asset Management
Pennsylvania
$481 – – –
RPA
817
Redwood Park Advisors
California
$481 +$481 +3 New
PWA
818
Principia Wealth Advisory
Texas
$478 -$159 -1 -25%
SWA
819
SOA Wealth Advisors
New York
$334 – – –
DWM
820
Dogwood Wealth Management
Kansas
$321 -$483K -3,011 -100%
PWM
821
Parkworth Wealth Management
California
$321 -$161 -1 -33%
WA
822
WestEnd Advisors
North Carolina
$321 +$161 +1 +100%
PCTC
823
Perkins Coie Trust Company
Washington
$320 +$320 +2 New
HIA
824
HFM Investment Advisors
New Jersey
$161 +$161 +1 New
HHGA
825
Halbert Hargrove Global Advisors
California
$161 +$161 +1 New
31 32
33
34 35