803 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 264 increasing their positions, 323 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

10% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 107

12% less capital invested

Capital invested by funds: $22.1B → $19.5B (-$2.58B)

18% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 323

Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.5M
Puts
$46.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
576
Prospera Financial Services
Texas
$232K
GWM
577
Geneos Wealth Management
Colorado
$231K
SPIA
578
Steward Partners Investment Advisory
New York
$230K
CSPIA
579
Cary Street Partners Investment Advisory
Virginia
$227K
HT
580
Heritage Trust
Oklahoma
$225K
PTC
581
Private Trust Company
Ohio
$224K
RS
582
R Squared
Hong Kong
$223K
EWM
583
Empirical Wealth Management
Washington
$222K
PFM
584
Patton Fund Management
Texas
$222K
SAM
585
Smartleaf Asset Management
Massachusetts
$220K
EA
586
Ergawealth Advisors
Illinois
$219K
QWP
587
Quotient Wealth Partners
Texas
$218K
OFS
588
Orrstown Financial Services
Pennsylvania
$217K
AC
589
AlphaCore Capital
California
$216K
ST
590
Smithfield Trust
Pennsylvania
$216K
LS
591
Livforsakringsbolaget Skandia
Sweden
$216K
NAS
592
Nicolet Advisory Services
Wisconsin
$215K
NB
593
Nicolet Bankshares
Wisconsin
$215K
OIS
594
OneAscent Investment Solutions
Alabama
$214K
PP
595
PDS Planning
Ohio
$211K
HNB
596
Huntington National Bank
Ohio
$211K
CCA
597
Checchi Capital Advisers
California
$209K
BOTPPF
598
Board of the Pension Protection Fund
United Kingdom
$207K
CI
599
Cigna Investments
Connecticut
$207K
MK
600
MASTERINVEST Kapitalanlage
$207K