807 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 328 reducing their positions, and 110 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)

15% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 110

19% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 328

Holders
807
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
PCM
626
Penserra Capital Management
California
$115K
MPWT
627
MassMutual Private Wealth & Trust
Connecticut
$112K
CI
628
CX Institutional
Indiana
$108K
NA
629
NewEdge Advisors
Louisiana
$106K
BBHC
630
Brown Brothers Harriman & Co
New York
$105K
RIL
631
Rothschild Investment LLC
Illinois
$94.5K
SWM
632
Spire Wealth Management
Virginia
$82.2K
GEA
633
Glen Eagle Advisors
New Jersey
$80.4K
TF
634
Tompkins Financial
New York
$79.6K
MSWM
635
Mowery & Schoenfeld Wealth Management
Illinois
$79.5K
CSP
636
Cary Street Partners
Virginia
$79.4K
TCOT
637
Trust Company of Toledo
Ohio
$78.8K
CAL
638
Capital Analysts LLC
Pennsylvania
$78K
C
639
Covestor
United Kingdom
$77K
JWA
640
JFS Wealth Advisors
Pennsylvania
$73.5K
AT
641
Avalon Trust
New Mexico
$72.6K
WT
642
Whittier Trust
California
$71.7K
TIM
643
Thompson Investment Management
Wisconsin
$62.9K
DWA
644
Dougherty Wealth Advisers
Minnesota
$62.8K
SL
645
Salomon & Ludwin
Virginia
$60K
MA
646
MCF Advisors
Kentucky
$59.6K
TFA
647
Transamerica Financial Advisors
Florida
$58.9K
QC
648
Quent Capital
New York
$57.3K
OL
649
OneFund LLC
Florida
$56.4K
DMBA
650
Deseret Mutual Benefit Administrators
Utah
$53K