830 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, 280 increasing their positions, 338 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.13%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
106
Increased
280
Reduced
338
Closed
84
Calls
$51.3M
Puts
$28.1M
Net Calls
+$23.2M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
801
Bay Harbor Wealth Management
Maryland
$1.25K +$1.25K +7 New
CIAS
802
CBIZ Investment Advisory Services
Ohio
$1.09K +$1.09K +6 New
PWM
803
Proathlete Wealth Management
Florida
$1.07K +$1.07K +6 New
NS
804
NBC Securities
Alabama
$1K +$1K +10 New
NWM
805
Nova Wealth Management
Florida
$970 +$970 +5 New
WA
806
Whipplewood Advisors
Colorado
$893 -$25.9K -145 -97%
GC
807
Garde Capital
Washington
$893
HIA
808
HFM Investment Advisors
New Jersey
$893 +$714 +4 +400%
TIM
809
Tortoise Investment Management
New York
$893 +$893 +5 New
TIM
810
Total Investment Management
Arizona
$893 +$893 +5 New
DF
811
Dunhill Financial
United Kingdom
$885 -$2.88K -13 -76%
ACA
812
American Capital Advisory
Idaho
$715 +$715 +4 New
SC
813
Stephens Consulting
Michigan
$715 +$715 +4 New
BWL
814
Bogart Wealth LLC
Virginia
$714
BFS
815
Bare Financial Services
Pennsylvania
$714
SN
816
Sittner & Nelson
Oregon
$714
SRCM
817
Signature Resources Capital Management
California
$714 +$714 +4 New
RPA
818
Redwood Park Advisors
California
$536
NL
819
NVWM LLC
Pennsylvania
$536
AT
820
Arlington Trust
Alabama
$536 +$536 +3 New
SWA
821
SOA Wealth Advisors
New York
$374
DF
822
DecisionPoint Financial
Arizona
$363 +$363 +2 New
WCM
823
WealthTrak Capital Management
Virginia
$358 -$358 -2 -50%
PWA
824
Principia Wealth Advisory
Texas
$357 -$179 -1 -33%
WA
825
WestEnd Advisors
North Carolina
$357