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CDW
CDW

Overview Fund Activity

828 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-16
Holders Change %
-1.9%
% of All Funds
11.25%
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
305
Reduced
327
Closed
98
Calls
$40.8M
Puts
$47.2M
Net Calls
-$6.38M
Net Calls Change
+$4.63M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$294M
2
Fidelity International
Fidelity International
Bermuda
+$259M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$214M
4
MNA
Manning & Napier Advisors
New York
+$74.9M
5
CAM
Contour Asset Management
New York
+$64.5M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$179M
2
UBS Group
UBS Group
Switzerland
-$103M
3
Holocene Advisors
Holocene Advisors
New York
-$93M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$82.4M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NED
876
Nancy E. Dempze
– -$278K -1,600 Closed
CWM
877
Connecticut Wealth Management
Connecticut
– -$266K -1,529 Closed
SIA
878
Schechter Investment Advisors
Michigan
– -$257K -1,476 Closed
FCH
879
Freestone Capital Holdings
Washington
– -$250K -1,437 Closed
WPC
880
Wedmont Private Capital
Pennsylvania
– -$251K -1,373 Closed
AFG
881
Atomi Financial Group
New York
– -$238K -1,370 Closed
OTPPB
882
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$220K -1,264 Closed
GWANC
883
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$220K -1,262 Closed
UF
884
Univest Financial
Pennsylvania
– -$216K -1,243 Closed
GCM
885
Graham Capital Management
Connecticut
– -$214K -1,231 Closed
ACP
886
Aviance Capital Partners
Florida
– -$212K -1,216 Closed
BTW
887
Boston Trust Walden
Massachusetts
– -$211K -1,211 Closed
IWM
888
IHT Wealth Management
Illinois
– -$209K -1,202 Closed
AWA
889
Aaron Wealth Advisors
Illinois
– -$209K -1,199 Closed
BFO
890
Biltmore Family Office
North Carolina
– -$204K -1,171 Closed
IFS
891
Ifrah Financial Services
Arkansas
– -$204K -1,170 Closed
TIAA Trust, National Association
892
TIAA Trust, National Association
North Carolina
– -$203K -1,168 Closed
V
893
VeraBank
Texas
– -$202K -1,160 Closed
PA
894
PharVision Advisers
Florida
– -$202K -1,159 Closed
BWP
895
Balboa Wealth Partners
Arizona
– -$202K -1,158 Closed
BSAM
896
Blue Square Asset Management
New York
– -$200K -1,151 Closed
AWM
897
Avior Wealth Management
Nebraska
– -$146K -837 Closed
VFA
898
Values First Advisors
Tennessee
– -$126K -727 Closed
CWM
899
Compass Wealth Management
Connecticut
– -$112K -643 Closed
MB
900
Mizuho Bank
Japan
– -$57.4K -330 Closed
34 35
36
37 38