We are live on ! Find out more

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
FFA
551
Farther Finance Advisors
California
$122K
SC
552
Steph & Co
Wisconsin
$122K
AIM
553
Arcadia Investment Management
Michigan
$121K
CI
554
CX Institutional
Indiana
$120K
CT
555
Caldwell Trust
Florida
$120K
SAM
556
Smartleaf Asset Management
Massachusetts
$118K
VCM
557
Versant Capital Management
Arizona
$109K
AF
558
Advisornet Financial
Minnesota
$105K
PP
559
PFS Partners
New Jersey
$102K
DMBA
560
Deseret Mutual Benefit Administrators
Utah
$101K
AA
561
Ancora Advisors
Ohio
$100K
CHC
562
City Holding Co
West Virginia
$99.6K
ANBT
563
American National Bank & Trust
Texas
$97.2K
PWMG
564
Prestige Wealth Management Group
New Jersey
$90.8K
HNB
565
Huntington National Bank
Ohio
$89.2K
PCM
566
Penserra Capital Management
California
$89K
RWM
567
RMG Wealth Management
Wisconsin
$86K
BC
568
Bayforest Capital
United Kingdom
$85.4K
C
569
Covestor
United Kingdom
$84K
HI
570
Harbour Investments
Wisconsin
$77.9K
ACM
571
Aster Capital Management
United Arab Emirates
$72.9K
CA
572
Cache Advisors
California
$64.3K
TFA
573
Transamerica Financial Advisors
Florida
$63.5K
CTC
574
Central Trust Company
Missouri
$61.7K
AT
575
Avalon Trust
New Mexico
$59.3K