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817 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 268 increasing their positions, 333 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $46.8M

0.51% less ownership

Funds ownership: 94.04%93.53% (-0.51%)

4% less funds holding

Funds holding: 848817 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less capital invested

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

17% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 111

20% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 333

Holders
817
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
92
Increased
268
Reduced
333
Closed
111
Calls
$55.5M
Puts
$46.8M
Net Calls
+$8.64M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
601
Nicolet Bankshares
Wisconsin
$215K -$257K -1,513 -53%
OIS
602
OneAscent Investment Solutions
Alabama
$214K -$157K -923 -41%
PP
603
PDS Planning
Ohio
$211K -$43.3K -255 -16%
HNB
604
Huntington National Bank
Ohio
$211K -$17K -100 -7%
CCA
605
Checchi Capital Advisers
California
$209K -$60.5K -356 -21%
BOTPPF
606
Board of the Pension Protection Fund
United Kingdom
$207K +$221K +1,300 New
CI
607
Cigna Investments
Connecticut
$207K
MK
608
MASTERINVEST Kapitalanlage
$207K +$221K +1,298 New
CAM
609
Claret Asset Management
Quebec, Canada
$206K -$3.23K -19 -1%
PA
610
Parallel Advisors
California
$204K -$21.1K -124 -9%
GIM
611
Groesbeck Investment Management
New Jersey
$203K -$1.78M -10,464 -89%
VT
612
Vise Technologies
New York
$201K -$35.9K -211 -14%
SHJ
613
Sharkey, Howes & Javer
Colorado
$201K
NAAA
614
New Age Alpha Advisors
New York
$191K -$2.04K -12 -1%
RWM
615
RMG Wealth Management
Wisconsin
$184K +$20.1K +118 +11%
AIM
616
Arcadia Investment Management
Michigan
$159K
CT
617
Caldwell Trust
Florida
$158K
MCM
618
MAI Capital Management
Ohio
$149K -$25.7K -151 -14%
BTI
619
Blue Trust Inc
Georgia
$148K +$23.3K +137 +17%
HI
620
Harbour Investments
Wisconsin
$148K -$15.5K -91 -9%
FFA
621
Farther Finance Advisors
California
$145K -$1.02K -6 -0.7%
PS
622
Principal Securities
Iowa
$143K +$5.1K +30 +3%
AF
623
Advisornet Financial
Minnesota
$140K
PE
624
Point72 Europe
United Kingdom
$135K -$10.7M -62,955 -99%
PP
625
PFS Partners
New Jersey
$134K

CDW Hedge Fund Activity: Q3 2025 in Review

817 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2025, worth a combined $19.5B — down 12% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of CDW and 92 opened new positions — a net loss of 19 holders — while 333 trimmed existing stakes and 268 added.

The largest buyer was Allspring Global Investments, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $500M.

  • 817 institutional investors held CDW (CDW) as of Q3 2025, down from 848 in Q2 2025.
  • Funds reported $19.5B of CDW stock for Q3 2025, down 12% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q3 2025 and 111 closed out, a net change of -19 holders.
  • The largest CDW buyer in Q3 2025 was Allspring Global Investments, an estimated $267M added.
  • The largest CDW seller in Q3 2025 was Morgan Stanley, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2025.