807 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 328 reducing their positions, and 110 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)

15% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 110

19% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 328

Holders
807
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
RFP
676
Root Financial Partners
California
$26K
CPBTD
677
Central Pacific Bank - Trust Division
Hawaii
$25.8K
TWC
678
TD Waterhouse Canada
Ontario, Canada
$25.6K
JSAM
679
J. Safra Asset Management
New York
$25.6K
OC
680
Oakworth Capital
Alabama
$25.5K
BGAI
681
Bruce G. Allen Investments
Colorado
$25.3K
PWAM
682
Private Wealth Asset Management
Iowa
$25K
HFS
683
Hantz Financial Services
Michigan
$25K
PB
684
Pinnacle Bancorp
Nebraska
$24.7K
EFMH
685
E Fund Management (HK)
Hong Kong
$24.4K
CT
686
Clearstead Trust
Maine
$22.8K
TCOV
687
Trust Company of Vermont
Vermont
$21.8K
FFO
688
Fortitude Family Office
Arizona
$20.2K
NB
689
NBT Bank
New York
$20.1K
GKIM
690
GW&K Investment Management
Massachusetts
$19K
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$19K
HWM
693
Hemington Wealth Management
Virginia
$18K
TFM
694
TFC Financial Management
Massachusetts
$17.4K
BIA
695
Bell Investment Advisors
California
$16.9K
DSC
696
Duncker Streett & Co
Missouri
$16.6K
TFGT
697
TS Financial Group (TSFG)
Illinois
$16K
CAM
698
Costello Asset Management
Pennsylvania
$15.9K
CIM
699
Contravisory Investment Management
Massachusetts
$15.9K
TWD
700
True Wealth Design
Ohio
$15.6K