813 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, 266 increasing their positions, 332 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

20% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 332

Holders
813
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
PWMG
626
Prestige Wealth Management Group
New Jersey
$121K
SC
627
Steph & Co
Wisconsin
$119K
PCM
628
Penserra Capital Management
California
$115K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$112K
CI
630
CX Institutional
Indiana
$108K
NA
631
NewEdge Advisors
Louisiana
$106K
BBHC
632
Brown Brothers Harriman & Co
New York
$105K
RIL
633
Rothschild Investment LLC
Illinois
$94.5K
SWM
634
Spire Wealth Management
Virginia
$82.2K
GEA
635
Glen Eagle Advisors
New Jersey
$80.4K
TF
636
Tompkins Financial
New York
$79.6K
MSWM
637
Mowery & Schoenfeld Wealth Management
Illinois
$79.5K
CSP
638
Cary Street Partners
Virginia
$79.4K
TCOT
639
Trust Company of Toledo
Ohio
$78.8K
CAL
640
Capital Analysts LLC
Pennsylvania
$78K
C
641
Covestor
United Kingdom
$77K
JWA
642
JFS Wealth Advisors
Pennsylvania
$73.5K
AT
643
Avalon Trust
New Mexico
$72.6K
WT
644
Whittier Trust
California
$71.7K
LSA
645
Leonteq Securities AG
Switzerland
$64.8K
TIM
646
Thompson Investment Management
Wisconsin
$62.9K
DWA
647
Dougherty Wealth Advisers
Minnesota
$62.8K
SL
648
Salomon & Ludwin
Virginia
$60K
MA
649
MCF Advisors
Kentucky
$59.6K
TFA
650
Transamerica Financial Advisors
Florida
$58.9K