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750 hedge funds and large institutions have $15.3B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 264 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:

9% less capital invested

Capital invested by funds: $16.8B → $15.3B (-$1.54B)

20% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
750
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
ECSS
301
Eurizon Capital SGR SpA
$1.4M
VF
302
Vest Financial
Virginia
$1.39M
PAG
303
Private Advisor Group
New Jersey
$1.39M
TBA
304
Tower Bridge Advisors
Pennsylvania
$1.35M
EWM
305
Evercore Wealth Management
New York
$1.35M
PVI
306
Pine Valley Investments
New Jersey
$1.34M
OC
307
Oppenheimer & Co
New York
$1.34M
Lazard Asset Management
308
Lazard Asset Management
New York
$1.33M
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$1.28M
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M
DWM
311
Diversify Wealth Management
Utah
$1.24M
4WM
312
44 Wealth Management
Oregon
$1.24M
P
313
&Partners
Tennessee
$1.23M
HZ
314
Hixon Zuercher
Ohio
$1.23M
GIBU
315
Gulf International Bank (UK)
United Kingdom
$1.22M
RC
316
RBF Capital
California
$1.21M
OWA
317
One Wealth Advisors
California
$1.2M
HT
318
Headlands Technologies
Illinois
$1.18M
AF
319
Avanza Fonder
Sweden
$1.16M
JSSH
320
J. Safra Sarasin Holding
$1.15M
TPCW
321
TD Private Client Wealth
New York
$1.13M
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
$1.12M
RI
323
Ridgewood Investments
New Jersey
$1.11M
SA
324
Sanctuary Advisors
Indiana
$1.07M
VPIM
325
Vanguard Personalized Indexing Management
California
$1.04M