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
VWA
801
Valued Wealth Advisors
Utah
$1.43K
T
802
Transce3nd
Texas
$1.43K
PWM
803
Parkworth Wealth Management
California
$1.43K
TCA
804
Trifecta Capital Advisors
Illinois
$1.25K
HWP
805
Highline Wealth Partners
California
$1.25K
BHWM
806
Bay Harbor Wealth Management
Maryland
$1.25K
CIAS
807
CBIZ Investment Advisory Services
Ohio
$1.09K
PWM
808
Proathlete Wealth Management
Florida
$1.07K
NS
809
NBC Securities
Alabama
$1K
NWM
810
Nova Wealth Management
Florida
$970
WA
811
Whipplewood Advisors
Colorado
$893
GC
812
Garde Capital
Washington
$893
HIA
813
HFM Investment Advisors
New Jersey
$893
TIM
814
Total Investment Management
Arizona
$893
TIM
815
Tortoise Investment Management
New York
$893
DF
816
Dunhill Financial
United Kingdom
$885
SC
817
Stephens Consulting
Michigan
$715
ACA
818
American Capital Advisory
Idaho
$715
BFS
819
Bare Financial Services
Pennsylvania
$714
BWL
820
Bogart Wealth LLC
Virginia
$714
SN
821
Sittner & Nelson
Oregon
$714
SRCM
822
Signature Resources Capital Management
California
$714
RPA
823
Redwood Park Advisors
California
$536
NL
824
NVWM LLC
Pennsylvania
$536
AT
825
Arlington Trust
Alabama
$536