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750 hedge funds and large institutions have $15.3B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 264 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $16.8B → $15.3B (-$1.54B)

20% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
750
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.9M
Puts
$33.2M
Net Calls
Net Calls Change

Top Buyers

1 +$256M
2 +$237M
3 +$141M
4
BlackRock
BlackRock
New York
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
626
Zions Bancorporation, National Association
Utah
$16.7K
OCWP
627
Owl Creek Wealth Partners
Colorado
$15.7K
NB
628
NBT Bank
New York
$15.2K
MWA
629
Medallion Wealth Advisors
Connecticut
$14.6K
PWMG
630
Private Wealth Management Group
New Jersey
$14K
LSA
631
Leonteq Securities AG
Switzerland
$12.9K
CFO
632
CVA Family Office
Colorado
$12.7K
AF
633
Align Financial
Minnesota
$12.6K
SWM
634
SHP Wealth Management
Massachusetts
$12.5K
CIM
635
Contravisory Investment Management
Massachusetts
$12.1K
CAM
636
Costello Asset Management
Pennsylvania
$12.1K
TWM
637
TopTier Wealth Management
Wisconsin
$12.1K
TWM
638
Tripletail Wealth Management
Florida
$12.1K
TFGT
639
TS Financial Group (TSFG)
Illinois
$12K
AEPWM
640
Atlantic Edge Private Wealth Management
Florida
$11.7K
WTC
641
WhitTier Trust Company
Nevada
$11.7K
ECA
642
Elevated Capital Advisors
Utah
$11.6K
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$11.6K
TCM
644
Tradewinds Capital Management
Washington
$11.5K
CT
645
Colonial Trust
South Carolina
$11.3K
FDCP
646
Foster Dykema Cabot & Partners
Massachusetts
$11.1K
HB
647
Horizon Bancorp
Indiana
$11K
CMP
648
Coston McIsaac & Partners
Maine
$11K
TPWA
649
Twin Peaks Wealth Advisors
California
$10.8K
BW
650
Basepoint Wealth
Iowa
$10.7K