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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
LFG
576
Larson Financial Group
Missouri
$58.4K
WT
577
Whittier Trust
California
$55.6K
JWA
578
JFS Wealth Advisors
Pennsylvania
$55.1K
GXJ
579
Global X Japan
Japan
$54.2K
CT
580
Clearstead Trust
Maine
$52.6K
PTC
581
Private Trust Company
Ohio
$51.9K
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$50K
PWPS
583
Pinnacle Wealth Planning Services
Ohio
$47.8K
TIM
584
Thompson Investment Management
Wisconsin
$47.8K
CSP
585
Cary Street Partners
Virginia
$46.7K
PA
586
Parallel Advisors
California
$43.7K
OL
587
OneFund LLC
Florida
$43.6K
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.6K
SWM
589
Spire Wealth Management
Virginia
$38K
Simplex Trading
590
Simplex Trading
Illinois
$37.3K
Q1WB
591
Quest 10 Wealth Builders
Virginia
$36.5K
WBC
592
Westpac Banking Corp
Australia
$36.4K
QC
593
Quent Capital
New York
$35.7K
MA
594
MCF Advisors
Kentucky
$35.5K
CH
595
Cromwell Holdings
Wyoming
$35.1K
HFS
596
Hantz Financial Services
Michigan
$34K
LI
597
LRI Investments
Florida
$32.9K
OWA
598
Opal Wealth Advisors
New York
$32.3K
TWD
599
True Wealth Design
Ohio
$32.1K
RFP
600
Root Financial Partners
California
$31.8K