838 hedge funds and large institutions have $22.1B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 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: $ → $

1.98% more ownership

Funds ownership: 91.93%93.91% (+2%)

1% more funds holding

Funds holding: 832838 (+6)

18% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 343

Holders
838
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
RWM
801
Rialto Wealth Management
New York
$1.61K
SIS
802
Sound Income Strategies
Florida
$1.61K
HFS
803
Hughes Financial Services
Virginia
$1.49K
VWA
804
Valued Wealth Advisors
Utah
$1.43K
T
805
Transce3nd
Texas
$1.43K
PWM
806
Parkworth Wealth Management
California
$1.43K
TCA
807
Trifecta Capital Advisors
Illinois
$1.25K
BHWM
808
Bay Harbor Wealth Management
Maryland
$1.25K
HWP
809
Highline Wealth Partners
California
$1.25K
CIAS
810
CBIZ Investment Advisory Services
Ohio
$1.09K
PWM
811
Proathlete Wealth Management
Florida
$1.07K
NS
812
NBC Securities
Alabama
$1K
NWM
813
Nova Wealth Management
Florida
$970
WA
814
Whipplewood Advisors
Colorado
$893
GC
815
Garde Capital
Washington
$893
HIA
816
HFM Investment Advisors
New Jersey
$893
TIM
817
Tortoise Investment Management
New York
$893
TIM
818
Total Investment Management
Arizona
$893
DF
819
Dunhill Financial
United Kingdom
$885
SC
820
Stephens Consulting
Michigan
$715
ACA
821
American Capital Advisory
Idaho
$715
BWL
822
Bogart Wealth LLC
Virginia
$714
SN
823
Sittner & Nelson
Oregon
$714
BFS
824
Bare Financial Services
Pennsylvania
$714
SRCM
825
Signature Resources Capital Management
California
$714