746 hedge funds and large institutions have $15.2B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $16.8B → $15.2B (-$1.61B)

20% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
746
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.9M
Puts
$33.2M
Net Calls
Net Calls Change

Top Buyers

1 +$256M
2 +$237M
3 +$141M
4
BlackRock
BlackRock
New York
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
301
Tower Bridge Advisors
Pennsylvania
$1.35M
EWM
302
Evercore Wealth Management
New York
$1.35M
OC
303
Oppenheimer & Co
New York
$1.34M
Lazard Asset Management
304
Lazard Asset Management
New York
$1.33M
Kayne Anderson Rudnick Investment Management
305
Kayne Anderson Rudnick Investment Management
California
$1.28M
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M
DWM
307
Diversify Wealth Management
Utah
$1.24M
4WM
308
44 Wealth Management
Oregon
$1.24M
P
309
&Partners
Tennessee
$1.23M
HZ
310
Hixon Zuercher
Ohio
$1.23M
GIBU
311
Gulf International Bank (UK)
United Kingdom
$1.22M
RC
312
RBF Capital
California
$1.21M
OWA
313
One Wealth Advisors
California
$1.2M
HT
314
Headlands Technologies
Illinois
$1.18M
AF
315
Avanza Fonder
Sweden
$1.16M
JSSH
316
J. Safra Sarasin Holding
$1.15M
TPCW
317
TD Private Client Wealth
New York
$1.13M
IMCOOI
318
Investment Management Corp of Ontario (IMCO)
Canada
$1.12M
RI
319
Ridgewood Investments
New Jersey
$1.11M
SA
320
Sanctuary Advisors
Indiana
$1.07M
VPIM
321
Vanguard Personalized Indexing Management
California
$1.04M
MF
322
Magnetar Financial
Illinois
$1.03M
NB
323
Norinchukin Bank
Japan
$1M
HIM
324
Hillsdale Investment Management
Ontario, Canada
$974K
KAS
325
Kestra Advisory Services
Texas
$958K