803 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 264 increasing their positions, 323 reducing their positions, and 107 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:

10% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 107

12% less capital invested

Capital invested by funds: $22.1B → $19.5B (-$2.58B)

18% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 323

Holders
803
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
BGAI
676
Bruce G. Allen Investments
Colorado
$25.3K
PWAM
677
Private Wealth Asset Management
Iowa
$25K
HFS
678
Hantz Financial Services
Michigan
$25K
PB
679
Pinnacle Bancorp
Nebraska
$24.7K
EFMH
680
E Fund Management (HK)
Hong Kong
$24.4K
CT
681
Clearstead Trust
Maine
$22.8K
TCOV
682
Trust Company of Vermont
Vermont
$21.8K
FFO
683
Fortitude Family Office
Arizona
$20.2K
NB
684
NBT Bank
New York
$20.1K
GKIM
685
GW&K Investment Management
Massachusetts
$19K
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
JGIA
687
Jackson Grant Investment Advisers
Connecticut
$19K
HWM
688
Hemington Wealth Management
Virginia
$18K
TFM
689
TFC Financial Management
Massachusetts
$17.4K
BIA
690
Bell Investment Advisors
California
$16.9K
DSC
691
Duncker Streett & Co
Missouri
$16.6K
TFGT
692
TS Financial Group (TSFG)
Illinois
$16K
CAM
693
Costello Asset Management
Pennsylvania
$15.9K
CIM
694
Contravisory Investment Management
Massachusetts
$15.9K
TWD
695
True Wealth Design
Ohio
$15.6K
TWM
696
Tripletail Wealth Management
Florida
$15.6K
AEPWM
697
Atlantic Edge Private Wealth Management
Florida
$15.5K
SC
698
Solstein Capital
California
$15.4K
WTC
699
WhitTier Trust Company
Nevada
$15.4K
FMII
700
Farmers & Merchants Investments Inc
Nebraska
$15.3K