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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
AFW
401
Avantra Family Wealth
Pennsylvania
$500K
EWA
402
EP Wealth Advisors
California
$500K
VI
403
Vestcor Inc
New Brunswick, Canada
$490K
FCM
404
Fieldview Capital Management
Michigan
$473K
SCA
405
Snowden Capital Advisors
New York
$469K
MC
406
Machina Capital
France
$469K
NDSIB
407
North Dakota State Investment Board
North Dakota
$465K
WA
408
Wealth Alliance
New York
$460K
WG
409
Winton Group
United Kingdom
$455K
WA
410
Waverly Advisors
Alabama
$454K
BAAM
411
Baker Avenue Asset Management
California
$451K
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$451K
MYIA
413
Mount Yale Investment Advisors
Colorado
$451K
MGP
414
Metis Global Partners
California
$449K
SWM
415
Salvus Wealth Management
New Jersey
$449K
RFC
416
Regions Financial Corp
Alabama
$449K
JCM
417
Jacobi Capital Management
Pennsylvania
$446K
EPW
418
Evolve Private Wealth
California
$443K
EOJOAM
419
E. Ohman J:or Asset Management
Sweden
$443K
SOW
420
State of Wyoming
Wyoming
$442K
MSA
421
MUFG Securities Americas
New York
$436K
WAM
422
Watershed Asset Management
California
$433K
VA
423
Vident Advisory
Georgia
$430K
SAM
424
Securian Asset Management
Minnesota
$427K
EFM
425
E Fund Management
China
$426K