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CDW
CDW

848 hedge funds and large institutions have $22.1B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 283 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $28.1M

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

27% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 84

13% more capital invested

Capital invested by funds: $19.6B → $22.1B (+$2.46B)

1.48% more ownership

Funds ownership: 92.56% → 94.03% (+1.5%)

1% more funds holding

Funds holding: 840 → 848 (+8)

19% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 348

Holders
848
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
11.17%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
107
Increased
283
Reduced
348
Closed
84
Calls
$51.3M
Puts
$28.1M
Net Calls
+$23.2M
Net Calls Change
+$29.5M

Top Buyers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
+$304M
2
Boston Partners
Boston Partners
Massachusetts
+$262M
3
SCP
Soroban Capital Partners
New York
+$252M
4
JP Morgan Chase
JP Morgan Chase
New York
+$197M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$109M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$255M
2
Barclays
Barclays
United Kingdom
-$134M
3
Ameriprise
Ameriprise
Minnesota
-$122M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$84.2M
5
Morgan Stanley
Morgan Stanley
New York
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$2.51K +$2.21K +13 +1,300%
FNWA
802
Financial Network Wealth Advisors
Utah
$2.5K – – –
HIA
803
Harbor Investment Advisory
Maryland
$2.32K – – –
PSFG
804
Park Square Financial Group
Georgia
$2.32K – – –
TCM
805
TD Capital Management
Tennessee
$2.18K – – –
FMP
806
Financial Management Professionals
Texas
$2.14K -$9.17K -54 -82%
CTWM
807
Cherry Tree Wealth Management
Minnesota
$2.05K – – –
VNA
808
Valley National Advisers
Pennsylvania
$2K -$170 -1 -6%
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
$1.97K +$1.87K +11 New
PWA
810
Physician Wealth Advisors
Utah
$1.79K -$16.1K -95 -90%
RWM
811
Rialto Wealth Management
New York
$1.61K +$510 +3 +50%
SIS
812
Sound Income Strategies
Florida
$1.61K – – –
HFS
813
Hughes Financial Services
Virginia
$1.49K -$510 -3 -25%
VWA
814
Valued Wealth Advisors
Utah
$1.43K -$1.02K -6 -43%
T
815
Transce3nd
Texas
$1.43K – – –
PWM
816
Parkworth Wealth Management
California
$1.43K +$1.02K +6 +300%
TCA
817
Trifecta Capital Advisors
Illinois
$1.25K +$1.19K +7 New
BHWM
818
Bay Harbor Wealth Management
Maryland
$1.25K +$1.19K +7 New
HWP
819
Highline Wealth Partners
California
$1.25K +$1.19K +7 New
CIAS
820
CBIZ Investment Advisory Services
Ohio
$1.09K +$1.02K +6 New
PWM
821
Proathlete Wealth Management
Florida
$1.07K +$1.02K +6 New
NS
822
NBC Securities
Alabama
$1K +$1.7K +10 New
NWM
823
Nova Wealth Management
Florida
$970 +$849 +5 New
WA
824
Whipplewood Advisors
Colorado
$893 -$24.6K -145 -97%
GC
825
Garde Capital
Washington
$893 – – –
31 32
33
34 35

CDW Hedge Fund Activity: Q2 2025 in Review

848 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2025, worth a combined $22.1B — up 13% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new CDW positions and 84 closed out — a net gain of 23 holders — while 283 added to existing stakes and 348 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $304M. The largest seller was Wellington Management Group, cutting an estimated $255M.

  • 848 institutional investors held CDW (CDW) as of Q2 2025, up from 840 in Q1 2025.
  • Funds reported $22.1B of CDW stock for Q2 2025, up 13% quarter-over-quarter.
  • 107 funds opened new CDW positions in Q2 2025 and 84 closed out, a net change of +23 holders.
  • The largest CDW buyer in Q2 2025 was Holocene Advisors, an estimated $304M added.
  • The largest CDW seller in Q2 2025 was Wellington Management Group, an estimated $255M sold.

Based on aggregated 13F filings for Q2 2025.