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751 hedge funds and large institutions have $18.9B invested in CDW in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 258 increasing their positions, 299 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

7.44% more ownership

Funds ownership: 97.81%105.25% (+7.4%)

7% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 107

4% more call options, than puts

Call options by funds: $138M | Put options by funds: $132M

1% less funds holding

Funds holding: 755751 (-4)

14% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 299

Holders
751
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
114
Increased
258
Reduced
299
Closed
107
Calls
$138M
Puts
$132M
Net Calls
+$5.85M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
826
Basepoint Wealth
Iowa
-$10.7K -89 Closed
TPWA
827
Twin Peaks Wealth Advisors
California
-$10.8K -89 Closed
WPA
828
Wealth Preservation Advisors
Tennessee
-$9.44K -78 Closed
BWA
829
Basecamp Wealth Advisors
Washington
-$8.59K -71 Closed
DSC
830
Duncker Streett & Co
Missouri
-$6.05K -50 Closed
LAS
831
Lloyd Advisory Services
Georgia
-$4.96K -41 Closed
DWP
832
Destiny Wealth Partners
Florida
-$4.72K -39 Closed
FG
833
Fairman Group
Pennsylvania
-$4.48K -37 Closed
AWM
834
Abound Wealth Management
Tennessee
-$4.36K -36 Closed
TWC
835
TD Waterhouse Canada
Ontario, Canada
-$3.99K -33 Closed
NSIM
836
North Star Investment Management
Illinois
-$3.75K -31 Closed
S
837
Sachetta
Massachusetts
-$2.54K -21 Closed
RWPA
838
Richard W. Paul & Associates
Michigan
-$2.3K -19 Closed
SA
839
Scarborough Advisors
Maryland
-$2.18K -18 Closed
CCWM
840
Cassaday & Co Wealth Management
Virginia
-$1.57K -13 Closed
WSFG
841
Wall Street Financial Group
Illinois
-$1.45K -12 Closed
GSEP
842
Golden State Equity Partners
California
-$1.33K -11 Closed
AP
843
Aspect Partners
Virginia
-$1.21K -10 Closed
RS
844
Rakuten Securities
Japan
-$1.21K -10 Closed
AFG
845
Albion Financial Group
Utah
-$1.09K -9 Closed
BGAI
846
Bruce G. Allen Investments
Colorado
-$1.09K -9 Closed
CFG
847
Clayton Financial Group
Missouri
-$1.09K -9 Closed
WTA
848
Washington Trust Advisors
Massachusetts
-$1.09K -9 Closed
NF
849
Napier Financial
Massachusetts
-$968 -8 Closed
NL
850
NVWM LLC
Pennsylvania
-$605 -5 Closed

CDW Hedge Fund Activity: Q2 2026 in Review

751 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2026, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CDW positions and 107 closed out — a net gain of 7 holders — while 258 added to existing stakes and 299 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $220M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 751 institutional investors held CDW (CDW) as of Q2 2026, down from 755 in Q1 2026.
  • Funds reported $18.9B of CDW stock for Q2 2026, up 24% quarter-over-quarter.
  • 114 funds opened new CDW positions in Q2 2026 and 107 closed out, a net change of +7 holders.
  • The largest CDW buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $220M added.
  • The largest CDW seller in Q2 2026 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2026.