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
BBHC
626
Brown Brothers Harriman & Co
New York
$105K
RIL
627
Rothschild Investment LLC
Illinois
$94.5K
SWM
628
Spire Wealth Management
Virginia
$82.2K
GEA
629
Glen Eagle Advisors
New Jersey
$80.4K
TF
630
Tompkins Financial
New York
$79.6K
MSWM
631
Mowery & Schoenfeld Wealth Management
Illinois
$79.5K
CSP
632
Cary Street Partners
Virginia
$79.4K
TCOT
633
Trust Company of Toledo
Ohio
$78.8K
CAL
634
Capital Analysts LLC
Pennsylvania
$78K
C
635
Covestor
United Kingdom
$77K
JWA
636
JFS Wealth Advisors
Pennsylvania
$73.5K
AT
637
Avalon Trust
New Mexico
$72.6K
WT
638
Whittier Trust
California
$71.7K
TIM
639
Thompson Investment Management
Wisconsin
$62.9K
DWA
640
Dougherty Wealth Advisers
Minnesota
$62.8K
SL
641
Salomon & Ludwin
Virginia
$60K
MA
642
MCF Advisors
Kentucky
$59.6K
TFA
643
Transamerica Financial Advisors
Florida
$58.9K
QC
644
Quent Capital
New York
$57.3K
OL
645
OneFund LLC
Florida
$56.4K
DMBA
646
Deseret Mutual Benefit Administrators
Utah
$53K
WSFS
647
Wilmington Savings Fund Society
Delaware
$52.4K
LFG
648
Larson Financial Group
Missouri
$51.8K
QL
649
Quarry LP
New York
$51.1K
CH
650
Cromwell Holdings
Wyoming
$50K