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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 %
BAM
901
Byrne Asset Management
New Jersey
– -$54.8K -315 Closed
CF
902
Canoe Financial
Alberta, Canada
– -$48K -276 Closed
OC
903
Oarsman Capital
Wisconsin
– -$24.9K -143 Closed
CP
904
Castleview Partners
Texas
– -$23.8K -140 Closed
HC
905
Hurley Capital
New York
– -$23.5K -134 Closed
EPW
906
Endeavor Private Wealth
Kansas
– -$21.2K -122 Closed
GM
907
GeoWealth Management
Illinois
– -$20.4K -117 Closed
CFGS
908
Concourse Financial Group Securities
Alabama
– -$21.6K -111 Closed
WB
909
Webster Bank
Connecticut
– -$14.3K -82 Closed
GIA
910
GHP Investment Advisors
Colorado
– -$8.35K -48 Closed
EBA
911
Eagle Bay Advisors
New York
– -$5.55K -32 Closed
LWMI
912
Legacy Wealth Management (Idaho)
Idaho
– -$5.76K -30 Closed
WAS
913
Winch Advisory Services
Wisconsin
– -$4.35K -25 Closed
SSG
914
Summit Securities Group
New York
– -$3.83K -22 Closed
FG
915
Fairman Group
Pennsylvania
– -$3.66K -21 Closed
RCM
916
Raleigh Capital Management
North Carolina
– -$3.48K -20 Closed
BOJHT
917
Bank of Jackson Hole Trust
Wyoming
– -$3.31K -19 Closed
FWM
918
FLP Wealth Management
Arkansas
– -$2.83K -16 Closed
MEG
919
Millstone Evans Group
Colorado
– -$2.79K -16 Closed
VHAM
920
Van Hulzen Asset Management
California
– -$2.79K -16 Closed
CJ
921
Caitlin John
Michigan
– -$2.53K -15 Closed
PA
922
Pineridge Advisors
Missouri
– -$1.24K -7 Closed
DRP
923
Decker Retirement Planning
Utah
– -$1.04K -6 Closed
BFPW
924
BOK Financial Private Wealth
Colorado
– -$523 -3 Closed
CAWM
925
Capital A Wealth Management
Pennsylvania
– -$348 -2 Closed
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