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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
DWP
676
Destiny Wealth Partners
Florida
$4.72K
MSWM
677
Mowery & Schoenfeld Wealth Management
Illinois
$4.48K
FG
678
Fairman Group
Pennsylvania
$4.48K
AWM
679
Abound Wealth Management
Tennessee
$4.36K
SA
680
SRH Advisors
Kansas
$4.12K
SS
681
Sunbelt Securities
Texas
$4.06K
CA
682
Centerpoint Advisors
Massachusetts
$4K
TWC
683
TD Waterhouse Canada
Ontario, Canada
$3.99K
USB
684
Union Savings Bank
Connecticut
$3.87K
NSIM
685
North Star Investment Management
Illinois
$3.75K
FRA
686
Front Row Advisors
California
$3.63K
EB
687
Eastern Bank
Massachusetts
$3.63K
HIA
688
Harbor Investment Advisory
Maryland
$3.39K
MCM
689
Manchester Capital Management
Vermont
$2.9K
S
690
Sachetta
Massachusetts
$2.54K
SSG
691
Summit Securities Group
New York
$2.54K
BLC
692
Brown, Lisle/Cummings
Rhode Island
$2.54K
JWM
693
JPL Wealth Management
Colorado
$2.42K
CPG
694
Cornerstone Planning Group
New Jersey
$2.33K
RWPA
695
Richard W. Paul & Associates
Michigan
$2.3K
TCM
696
Triumph Capital Management
Colorado
$2.21K
CSB
697
City State Bank
Iowa
$2.18K
SA
698
Scarborough Advisors
Maryland
$2.18K
TM
699
Torren Management
California
$2.11K
AFC
700
Ares Financial Consulting
California
$2.01K