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817 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, 268 increasing their positions, 333 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $46.8M

0.51% less ownership

Funds ownership: 94.04%93.53% (-0.51%)

4% less funds holding

Funds holding: 848817 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

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: 268 | Existing positions reduced: 333

Holders
817
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
92
Increased
268
Reduced
333
Closed
111
Calls
$55.5M
Puts
$46.8M
Net Calls
+$8.64M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
MCF Advisors
Kentucky
$59.6K
TFA
652
Transamerica Financial Advisors
Florida
$58.9K +$3.57K +21 +6%
QC
653
Quent Capital
New York
$57.3K +$61.2K +360 New
OL
654
OneFund LLC
Florida
$56.4K +$1.7K +10 +3%
DMBA
655
Deseret Mutual Benefit Administrators
Utah
$53K
WSFS
656
Wilmington Savings Fund Society
Delaware
$52.4K -$739K -4,349 -93%
LFG
657
Larson Financial Group
Missouri
$51.8K -$170 -1 -0.3%
QL
658
Quarry LP
New York
$51.1K +$33.8K +199 +163%
CH
659
Cromwell Holdings
Wyoming
$50K +$1.36K +8 +3%
CA
660
Clearstead Advisors
Ohio
$49.7K -$3.06K -18 -5%
GXJ
661
Global X Japan
Japan
$48.3K +$3.74K +22 +8%
Q1WB
662
Quest 10 Wealth Builders
Virginia
$48.1K -$170 -1 -0.3%
GRP
663
Global Retirement Partners
California
$47.8K -$6.12K -36 -11%
ACM
664
Aster Capital Management
United Arab Emirates
$47.8K +$16.3K +96 +47%
SIC
665
SJS Investment Consulting
Ohio
$47.6K +$33.1K +195 +188%
EB
666
Eastern Bank
Massachusetts
$47.1K -$26.9K -158 -35%
SIM
667
Sentry Investment Management
Wisconsin
$45K -$17K -100 -26%
ZBNA
668
Zions Bancorporation, National Association
Utah
$41.9K -$25.2K -148 -36%
PPA
669
Pilgrim Partners Asia
Singapore
$41.4K +$44.2K +260 New
VCM
670
Versant Capital Management
Arizona
$40.9K +$2.04K +12 +5%
KB
671
Kimelman & Baird
New York
$39.8K
AF
672
Allworth Financial
California
$37.4K -$17.5K -103 -30%
TFIPS
673
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37K
PFBT
674
Parkside Financial Bank & Trust
Missouri
$36.3K +$2.55K +15 +7%
OCM
675
Osterweis Capital Management
California
$34.6K -$7.65K -45 -17%

CDW Hedge Fund Activity: Q3 2025 in Review

817 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2025, worth a combined $19.5B — down 12% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of CDW and 92 opened new positions — a net loss of 19 holders — while 333 trimmed existing stakes and 268 added.

The largest buyer was Allspring Global Investments, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $500M.

  • 817 institutional investors held CDW (CDW) as of Q3 2025, down from 848 in Q2 2025.
  • Funds reported $19.5B of CDW stock for Q3 2025, down 12% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q3 2025 and 111 closed out, a net change of -19 holders.
  • The largest CDW buyer in Q3 2025 was Allspring Global Investments, an estimated $267M added.
  • The largest CDW seller in Q3 2025 was Morgan Stanley, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2025.