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817 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 268 increasing their positions, 333 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $46.8M

0.51% less ownership

Funds ownership: 94.04%93.53% (-0.51%)

4% less funds holding

Funds holding: 848817 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less capital invested

Capital invested by funds: $22.1B → $19.5B (-$2.59B)

17% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 111

20% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 333

Holders
817
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
92
Increased
268
Reduced
333
Closed
111
Calls
$55.5M
Puts
$46.8M
Net Calls
+$8.64M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSE
501
MUFG Securities EMEA
United Kingdom
$400K +$360K +2,116 +538%
SC
502
Savant Capital
Illinois
$399K -$8.33K -49 -2%
CS
503
Candriam SCA
Luxembourg
$395K -$654K -3,849 -61%
JIC
504
Johnson Investment Counsel
Ohio
$386K +$35.5K +209 +9%
VF
505
Virtu Financial
New York
$383K -$2.61M -15,384 -86%
CP
506
Camelot Portfolios
Ohio
$378K +$95.3K +561 +31%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$378K +$24.8K +146 +7%
NG
508
Norden Group
Utah
$378K -$11K -65 -3%
WANY
509
Wealthspire Advisors (New York)
New York
$373K -$70.4K -414 -15%
SIM
510
Studio Investment Management
Illinois
$370K +$15K +88 +4%
SCM
511
SCS Capital Management
Massachusetts
$368K -$119K -698 -23%
ACA
512
Aptus Capital Advisors
Alabama
$364K -$340K -1,998 -47%
PA
513
Procyon Advisors
Connecticut
$364K
CG
514
Cynosure Group
Utah
$358K
GT
515
Greenleaf Trust
Michigan
$355K -$35.2K -207 -8%
Envestnet Portfolio Solutions
516
Envestnet Portfolio Solutions
Illinois
$352K -$49.5K -291 -12%
JCM
517
Jacobi Capital Management
Pennsylvania
$351K +$54.6K +321 +17%
UB
518
UMB Bank
Missouri
$348K -$9.18K -54 -2%
SCTC
519
Sanibel Captiva Trust Company
Florida
$345K -$229K -1,347 -38%
SCM
520
Stevens Capital Management
Pennsylvania
$342K -$90.1K -530 -20%
DAS
521
Diversify Advisory Services
Utah
$341K +$29.7K +175 +9%
A
522
AlphaQuest
New York
$336K -$200K -1,176 -36%
PCP
523
Proficio Capital Partners
Massachusetts
$336K -$101K -597 -22%
HAG
524
HighPoint Advisor Group
Illinois
$334K -$22.4K -132 -6%
GT
525
Glenview Trust
Kentucky
$334K -$34.8K -205 -9%

CDW Hedge Fund Activity: Q3 2025 in Review

817 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2025, worth a combined $19.5B — down 12% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of CDW and 92 opened new positions — a net loss of 19 holders — while 333 trimmed existing stakes and 268 added.

The largest buyer was Allspring Global Investments, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $500M.

  • 817 institutional investors held CDW (CDW) as of Q3 2025, down from 848 in Q2 2025.
  • Funds reported $19.5B of CDW stock for Q3 2025, down 12% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q3 2025 and 111 closed out, a net change of -19 holders.
  • The largest CDW buyer in Q3 2025 was Allspring Global Investments, an estimated $267M added.
  • The largest CDW seller in Q3 2025 was Morgan Stanley, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2025.