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
CAM
601
Claret Asset Management
Quebec, Canada
$206K
PA
602
Parallel Advisors
California
$204K
GIM
603
Groesbeck Investment Management
New Jersey
$203K
VT
604
Vise Technologies
New York
$201K
SHJ
605
Sharkey, Howes & Javer
Colorado
$201K
NAAA
606
New Age Alpha Advisors
New York
$191K
RWM
607
RMG Wealth Management
Wisconsin
$184K
AIM
608
Arcadia Investment Management
Michigan
$159K
CT
609
Caldwell Trust
Florida
$158K
MCM
610
MAI Capital Management
Ohio
$149K
BTI
611
Blue Trust Inc
Georgia
$148K
HI
612
Harbour Investments
Wisconsin
$148K
FFA
613
Farther Finance Advisors
California
$145K
PS
614
Principal Securities
Iowa
$143K
AF
615
Advisornet Financial
Minnesota
$140K
PE
616
Point72 Europe
United Kingdom
$135K
PP
617
PFS Partners
New Jersey
$134K
WBC
618
Westpac Banking Corp
Australia
$123K
AA
619
Ancora Advisors
Ohio
$123K
PWMG
620
Prestige Wealth Management Group
New Jersey
$121K
SC
621
Steph & Co
Wisconsin
$119K
PCM
622
Penserra Capital Management
California
$115K
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$112K
CI
624
CX Institutional
Indiana
$108K
NA
625
NewEdge Advisors
Louisiana
$106K