813 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, 266 increasing their positions, 332 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

20% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 332

Holders
813
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
CIM
701
Contravisory Investment Management
Massachusetts
$15.9K
CAM
702
Costello Asset Management
Pennsylvania
$15.9K
TWD
703
True Wealth Design
Ohio
$15.6K
TWM
704
Tripletail Wealth Management
Florida
$15.6K
AEPWM
705
Atlantic Edge Private Wealth Management
Florida
$15.5K
SC
706
Solstein Capital
California
$15.4K
WTC
707
WhitTier Trust Company
Nevada
$15.4K
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$15.3K
TCM
709
Tradewinds Capital Management
Washington
$15.1K
CAL
710
Capital Advisors Ltd
Ohio
$15K
CFB
711
Cullen/Frost Bankers
Texas
$14.8K
FDCP
712
Foster Dykema Cabot & Partners
Massachusetts
$14.7K
TPCW
713
TD Private Client Wealth
New York
$14.3K
CMP
714
Coston McIsaac & Partners
Maine
$14K
RBI
715
Raiffeisen Bank International
Austria
$14K
GCM
716
Gables Capital Management
Florida
$13.7K
FHC
717
First Horizon Corporation
Tennessee
$13.1K
RA
718
Rise Advisors
New York
$13K
HHGA
719
Halbert Hargrove Global Advisors
California
$12.9K
DIP
720
DT Investment Partners
Pennsylvania
$12.7K
GSWM
721
Golden State Wealth Management
California
$12.4K
SS
722
SBI Securities
Japan
$11.8K
SHIM
723
Stone House Investment Management
Pennsylvania
$11.3K
SC
724
SouthState Corp
Florida
$11.2K
PWMG
725
Private Wealth Management Group
New Jersey
$10.8K