807 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 328 reducing their positions, and 110 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:

12% less capital invested

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

15% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 110

19% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 328

Holders
807
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
BCA
576
Bay Capital Advisors
Virginia
$239K
WS
577
Wedbush Securities
California
$237K
CFO
578
Callan Family Office
Pennsylvania
$233K
ECM
579
Eisler Capital Management
United Kingdom
$233K
PFS
580
Prospera Financial Services
Texas
$232K
GWM
581
Geneos Wealth Management
Colorado
$231K
SPIA
582
Steward Partners Investment Advisory
New York
$230K
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$227K
HT
584
Heritage Trust
Oklahoma
$225K
PTC
585
Private Trust Company
Ohio
$224K
RS
586
R Squared
Hong Kong
$223K
EWM
587
Empirical Wealth Management
Washington
$222K
PFM
588
Patton Fund Management
Texas
$222K
SAM
589
Smartleaf Asset Management
Massachusetts
$220K
EA
590
Ergawealth Advisors
Illinois
$219K
QWP
591
Quotient Wealth Partners
Texas
$218K
OFS
592
Orrstown Financial Services
Pennsylvania
$217K
AC
593
AlphaCore Capital
California
$216K
ST
594
Smithfield Trust
Pennsylvania
$216K
LS
595
Livforsakringsbolaget Skandia
Sweden
$216K
NAS
596
Nicolet Advisory Services
Wisconsin
$215K
NB
597
Nicolet Bankshares
Wisconsin
$215K
OIS
598
OneAscent Investment Solutions
Alabama
$214K
PP
599
PDS Planning
Ohio
$211K
HNB
600
Huntington National Bank
Ohio
$211K