830 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $21.4B → $19.5B (-$1.95B)

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
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.8M
Puts
$47.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
876
Canada Post Corporation Pension Plan
Canada
NP
877
Nilsine Partners
Colorado
NED
878
Nancy E. Dempze
CWM
879
Connecticut Wealth Management
Connecticut
SIA
880
Schechter Investment Advisors
Michigan
FCH
881
Freestone Capital Holdings
Washington
WPC
882
Wedmont Private Capital
Pennsylvania
AFG
883
Atomi Financial Group
New York
OTPPB
884
Ontario Teachers' Pension Plan Board
Ontario, Canada
GWANC
885
Guardian Wealth Advisors (North Carolina)
North Carolina
UF
886
Univest Financial
Pennsylvania
GCM
887
Graham Capital Management
Connecticut
ACP
888
Aviance Capital Partners
Florida
BTW
889
Boston Trust Walden
Massachusetts
IWM
890
IHT Wealth Management
Illinois
AWA
891
Aaron Wealth Advisors
Illinois
BFO
892
Biltmore Family Office
North Carolina
IFS
893
Ifrah Financial Services
Arkansas
TIAA Trust, National Association
894
TIAA Trust, National Association
North Carolina
V
895
VeraBank
Texas
PA
896
PharVision Advisers
Florida
BWP
897
Balboa Wealth Partners
Arizona
BSAM
898
Blue Square Asset Management
New York
AWM
899
Avior Wealth Management
Nebraska
VFA
900
Values First Advisors
Tennessee