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841 hedge funds and large institutions have $19.6B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 310 increasing their positions, 332 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 98

0.02% more ownership

Funds ownership: 92.53%92.56% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 332

1% less funds holding

Funds holding: 853841 (-12)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.84B)

14% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $47.2M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
841
Holders Change
-12
Holders Change %
-1.41%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
100
Increased
310
Reduced
332
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
826
Bogart Wealth LLC
Virginia
$641 +$727 +4 New
WW
827
Winnow Wealth
Texas
$580 +$182 +1 +33%
NL
828
NVWM LLC
Pennsylvania
$481 -$363 -2 -40%
RAM
829
Riggs Asset Management
Pennsylvania
$481
RPA
830
Redwood Park Advisors
California
$481 +$545 +3 New
PWA
831
Principia Wealth Advisory
Texas
$478 -$182 -1 -25%
SWA
832
SOA Wealth Advisors
New York
$334
DWM
833
Dogwood Wealth Management
Kansas
$321 -$547K -3,011 -100%
PWM
834
Parkworth Wealth Management
California
$321 -$182 -1 -33%
WA
835
WestEnd Advisors
North Carolina
$321 +$182 +1 +100%
PCTC
836
Perkins Coie Trust Company
Washington
$320 +$363 +2 New
HHGA
837
Halbert Hargrove Global Advisors
California
$161 +$182 +1 New
HIA
838
HFM Investment Advisors
New Jersey
$161 +$182 +1 New
BA
839
Bellwether Advisors
Nebraska
$160
CFD
840
Creative Financial Designs
Indiana
$160 +$182 +1 New
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155
CCM
842
Copeland Capital Management
Pennsylvania
$134 -$171K -941 Closed
CIAS
843
CBIZ Investment Advisory Services
Ohio
$13 -$1.82K -10 Closed
LA
844
LFL Advisers
Illinois
-$27.6M -158,545 Closed
Renaissance Technologies
845
Renaissance Technologies
New York
-$26.1M -149,798 Closed
TCCM
846
Two Creeks Capital Management
New York
-$24.3M -139,559 Closed
HRCM
847
Hawk Ridge Capital Management
California
-$20.5M -117,700 Closed
PGDP
848
Pragma Gestao de Patrimonio
Brazil
-$13.2M -76,000 Closed
JSA
849
Jacobson & Schmitt Advisors
Wisconsin
-$12.1M -69,432 Closed
Arrowstreet Capital
850
Arrowstreet Capital
Massachusetts
-$10.9M -62,724 Closed

CDW Hedge Fund Activity: Q1 2025 in Review

841 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2025, worth a combined $19.6B — down 8.6% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CDW positions and 98 closed out — a net gain of 2 holders — while 310 added to existing stakes and 332 trimmed.

The largest buyer was Macquarie Group, adding an estimated $333M. The largest seller was Alyeska Investment Group, cutting an estimated $203M.

  • 841 institutional investors held CDW (CDW) as of Q1 2025, down from 853 in Q4 2024.
  • Funds reported $19.6B of CDW stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 100 funds opened new CDW positions in Q1 2025 and 98 closed out, a net change of +2 holders.
  • The largest CDW buyer in Q1 2025 was Macquarie Group, an estimated $333M added.
  • The largest CDW seller in Q1 2025 was Alyeska Investment Group, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.