812 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, 267 increasing their positions, 331 reducing their positions, and 111 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:

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

19% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 331

Holders
812
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
SC
626
Steph & Co
Wisconsin
$119K
PCM
627
Penserra Capital Management
California
$115K
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$112K
CI
629
CX Institutional
Indiana
$108K
NA
630
NewEdge Advisors
Louisiana
$106K
BBHC
631
Brown Brothers Harriman & Co
New York
$105K
RIL
632
Rothschild Investment LLC
Illinois
$94.5K
SWM
633
Spire Wealth Management
Virginia
$82.2K
GEA
634
Glen Eagle Advisors
New Jersey
$80.4K
TF
635
Tompkins Financial
New York
$79.6K
MSWM
636
Mowery & Schoenfeld Wealth Management
Illinois
$79.5K
CSP
637
Cary Street Partners
Virginia
$79.4K
TCOT
638
Trust Company of Toledo
Ohio
$78.8K
CAL
639
Capital Analysts LLC
Pennsylvania
$78K
C
640
Covestor
United Kingdom
$77K
JWA
641
JFS Wealth Advisors
Pennsylvania
$73.5K
AT
642
Avalon Trust
New Mexico
$72.6K
WT
643
Whittier Trust
California
$71.7K
LSA
644
Leonteq Securities AG
Switzerland
$64.8K
TIM
645
Thompson Investment Management
Wisconsin
$62.9K
DWA
646
Dougherty Wealth Advisers
Minnesota
$62.8K
SL
647
Salomon & Ludwin
Virginia
$60K
MA
648
MCF Advisors
Kentucky
$59.6K
TFA
649
Transamerica Financial Advisors
Florida
$58.9K
QC
650
Quent Capital
New York
$57.3K