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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
LFA
476
Laraway Financial Advisors
Minnesota
$296K
CPCP
477
Cedar Point Capital Partners
Iowa
$289K
SC
478
Syon Capital
California
$287K
AWAU
479
Alliance Wealth Advisors (Utah)
Utah
$283K
AWA
480
Aaron Wealth Advisors
Illinois
$283K
TPI
481
Trust Point Inc
Wisconsin
$277K
CAU
482
Caxton Associates (UK)
$277K
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$277K
GS
484
GTS Securities
New York
$273K
HI
485
Horizon Investments
North Carolina
$272K
FFM
486
Fullerton Fund Management
Singapore
$271K
AFCM
487
Applied Finance Capital Management
Puerto Rico
$270K
CP
488
Camelot Portfolios
Ohio
$270K
TE
489
Tema ETFs
New York
$269K
CFO
490
Callan Family Office
Pennsylvania
$268K
AC
491
AlphaCore Capital
California
$265K
TG
492
TCW Group
California
$263K
SI
493
Stephens Inc
Arkansas
$263K
QCM
494
QRG Capital Management
Illinois
$261K
FFWA
495
Forthright Family Wealth Advisory
Texas
$261K
FCBT
496
First Citizens Bank & Trust
North Carolina
$259K
KCM
497
Kathmere Capital Management
Pennsylvania
$258K
APWM
498
Argonautica Private Wealth Management
Massachusetts
$257K
WIA
499
World Investment Advisors
California
$254K
PCP
500
Proficio Capital Partners
Massachusetts
$253K