746 hedge funds and large institutions have $15.2B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 262 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:

10% less capital invested

Capital invested by funds: $16.8B → $15.2B (-$1.61B)

20% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
746
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
CT
576
Clearstead Trust
Maine
$52.6K
PTC
577
Private Trust Company
Ohio
$51.9K
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$50K
PWPS
579
Pinnacle Wealth Planning Services
Ohio
$47.8K
TIM
580
Thompson Investment Management
Wisconsin
$47.8K
CSP
581
Cary Street Partners
Virginia
$46.7K
PA
582
Parallel Advisors
California
$43.7K
OL
583
OneFund LLC
Florida
$43.6K
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.6K
SWM
585
Spire Wealth Management
Virginia
$38K
Simplex Trading
586
Simplex Trading
Illinois
$37.3K
Q1WB
587
Quest 10 Wealth Builders
Virginia
$36.5K
WBC
588
Westpac Banking Corp
Australia
$36.4K
QC
589
Quent Capital
New York
$35.7K
MA
590
MCF Advisors
Kentucky
$35.5K
CH
591
Cromwell Holdings
Wyoming
$35.1K
HFS
592
Hantz Financial Services
Michigan
$34K
LI
593
LRI Investments
Florida
$32.9K
OWA
594
Opal Wealth Advisors
New York
$32.3K
TWD
595
True Wealth Design
Ohio
$32.1K
RFP
596
Root Financial Partners
California
$31.8K
SL
597
Salomon & Ludwin
Virginia
$29.3K
ACA
598
Atlas Capital Advisors
Wyoming
$28.4K
TFIPS
599
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.1K
HCM
600
Hollencrest Capital Management
California
$26.9K