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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
AWA
901
Aaron Wealth Advisors
Illinois
-$209K -1,199 Closed
BFO
902
Biltmore Family Office
North Carolina
-$204K -1,171 Closed
IFS
903
Ifrah Financial Services
Arkansas
-$204K -1,170 Closed
TIAA Trust, National Association
904
TIAA Trust, National Association
North Carolina
-$203K -1,168 Closed
V
905
VeraBank
Texas
-$202K -1,160 Closed
PA
906
PharVision Advisers
Florida
-$202K -1,159 Closed
BWP
907
Balboa Wealth Partners
Arizona
-$202K -1,158 Closed
BSAM
908
Blue Square Asset Management
New York
-$200K -1,151 Closed
AWM
909
Avior Wealth Management
Nebraska
-$146K -837 Closed
VFA
910
Values First Advisors
Tennessee
-$126K -727 Closed
CWM
911
Compass Wealth Management
Connecticut
-$112K -643 Closed
MB
912
Mizuho Bank
Japan
-$57.4K -330 Closed
BAM
913
Byrne Asset Management
New Jersey
-$54.8K -315 Closed
CF
914
Canoe Financial
Alberta, Canada
-$48K -276 Closed
OC
915
Oarsman Capital
Wisconsin
-$24.9K -143 Closed
CP
916
Castleview Partners
Texas
-$23.8K -140 Closed
HC
917
Hurley Capital
New York
-$23.5K -134 Closed
EPW
918
Endeavor Private Wealth
Kansas
-$21.2K -122 Closed
GM
919
GeoWealth Management
Illinois
-$20.4K -117 Closed
CFGS
920
Concourse Financial Group Securities
Alabama
-$21.6K -111 Closed
WB
921
Webster Bank
Connecticut
-$14.3K -82 Closed
GIA
922
GHP Investment Advisors
Colorado
-$8.35K -48 Closed
EBA
923
Eagle Bay Advisors
New York
-$5.55K -32 Closed
LWMI
924
Legacy Wealth Management (Idaho)
Idaho
-$5.76K -30 Closed
WAS
925
Winch Advisory Services
Wisconsin
-$4.35K -25 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.