812 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, 267 increasing their positions, 331 reducing their positions, and 111 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)

17% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 111

19% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 331

Holders
812
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
OCM
676
Orion Capital Management
California
$27.6K
ATC
677
Adirondack Trust Company
New York
$27.1K
RFP
678
Root Financial Partners
California
$26K
CPBTD
679
Central Pacific Bank - Trust Division
Hawaii
$25.8K
TWC
680
TD Waterhouse Canada
Ontario, Canada
$25.6K
JSAM
681
J. Safra Asset Management
New York
$25.6K
OC
682
Oakworth Capital
Alabama
$25.5K
BGAI
683
Bruce G. Allen Investments
Colorado
$25.3K
PWAM
684
Private Wealth Asset Management
Iowa
$25K
HFS
685
Hantz Financial Services
Michigan
$25K
PB
686
Pinnacle Bancorp
Nebraska
$24.7K
EFMH
687
E Fund Management (HK)
Hong Kong
$24.4K
CT
688
Clearstead Trust
Maine
$22.8K
TCOV
689
Trust Company of Vermont
Vermont
$21.8K
FFO
690
Fortitude Family Office
Arizona
$20.2K
NB
691
NBT Bank
New York
$20.1K
GKIM
692
GW&K Investment Management
Massachusetts
$19K
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
JGIA
694
Jackson Grant Investment Advisers
Connecticut
$19K
HWM
695
Hemington Wealth Management
Virginia
$18K
TFM
696
TFC Financial Management
Massachusetts
$17.4K
BIA
697
Bell Investment Advisors
California
$16.9K
DSC
698
Duncker Streett & Co
Missouri
$16.6K
TFGT
699
TS Financial Group (TSFG)
Illinois
$16K
CIM
700
Contravisory Investment Management
Massachusetts
$15.9K