833 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, 341 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

1.96% more ownership

Funds ownership: 91.75%93.71% (+2%)

0% more funds holding

Funds holding: 829833 (+4)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 341

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
PWM
801
Parkworth Wealth Management
California
$1.43K
TCA
802
Trifecta Capital Advisors
Illinois
$1.25K
BHWM
803
Bay Harbor Wealth Management
Maryland
$1.25K
HWP
804
Highline Wealth Partners
California
$1.25K
CIAS
805
CBIZ Investment Advisory Services
Ohio
$1.09K
PWM
806
Proathlete Wealth Management
Florida
$1.07K
NS
807
NBC Securities
Alabama
$1K
NWM
808
Nova Wealth Management
Florida
$970
WA
809
Whipplewood Advisors
Colorado
$893
GC
810
Garde Capital
Washington
$893
HIA
811
HFM Investment Advisors
New Jersey
$893
TIM
812
Total Investment Management
Arizona
$893
TIM
813
Tortoise Investment Management
New York
$893
DF
814
Dunhill Financial
United Kingdom
$885
SC
815
Stephens Consulting
Michigan
$715
ACA
816
American Capital Advisory
Idaho
$715
SN
817
Sittner & Nelson
Oregon
$714
BFS
818
Bare Financial Services
Pennsylvania
$714
BWL
819
Bogart Wealth LLC
Virginia
$714
SRCM
820
Signature Resources Capital Management
California
$714
NL
821
NVWM LLC
Pennsylvania
$536
RPA
822
Redwood Park Advisors
California
$536
AT
823
Arlington Trust
Alabama
$536
SWA
824
SOA Wealth Advisors
New York
$374
DF
825
DecisionPoint Financial
Arizona
$363