We are live on ! Find out more

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
PGAM
651
Princeton Global Asset Management
New Jersey
$10.6K
GCM
652
Gables Capital Management
Florida
$10.4K
RBI
653
Raiffeisen Bank International
Austria
$10.2K
FHC
654
First Horizon Corporation
Tennessee
$10K
DIP
655
DT Investment Partners
Pennsylvania
$9.68K
WPA
656
Wealth Preservation Advisors
Tennessee
$9.44K
SS
657
SBI Securities
Japan
$9.2K
BWA
658
Basecamp Wealth Advisors
Washington
$8.59K
UIA
659
Ulland Investment Advisors
Minnesota
$8K
BIA
660
Bell Investment Advisors
California
$7.87K
CFB
661
Cullen/Frost Bankers
Texas
$6.8K
SC
662
SouthState Corp
Florida
$6.78K
FC
663
Financial Consulate
Maryland
$6.66K
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$6.41K
FFO
665
Fortitude Family Office
Arizona
$6.29K
KFAS
666
Keating Financial Advisory Services
Kansas
$6.17K
HWP
667
Highline Wealth Partners
California
$6.17K
SIM
668
Synergy Investment Management
Florida
$6.14K
DSC
669
Duncker Streett & Co
Missouri
$6.05K
GSWM
670
Golden State Wealth Management
California
$5.99K
KG
671
Kilter Group
New York
$5.45K
KFG
672
Kingdom Financial Group
Arizona
$4.96K
LAS
673
Lloyd Advisory Services
Georgia
$4.96K
MHR
674
Matthew Hamilton Rosenberg
$4.84K
PWA
675
Physician Wealth Advisors
Utah
$4.84K