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817 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, 268 increasing their positions, 333 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $46.8M

0.51% less ownership

Funds ownership: 94.04%93.53% (-0.51%)

4% less funds holding

Funds holding: 848817 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

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: 268 | Existing positions reduced: 333

Holders
817
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
92
Increased
268
Reduced
333
Closed
111
Calls
$55.5M
Puts
$46.8M
Net Calls
+$8.64M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
701
Bell Investment Advisors
California
$16.9K -$2.55K -15 -12%
DSC
702
Duncker Streett & Co
Missouri
$16.6K -$24K -141 -58%
TFGT
703
TS Financial Group (TSFG)
Illinois
$16K
CIM
704
Contravisory Investment Management
Massachusetts
$15.9K
CAM
705
Costello Asset Management
Pennsylvania
$15.9K
TWD
706
True Wealth Design
Ohio
$15.6K +$11.7K +69 +238%
TWM
707
Tripletail Wealth Management
Florida
$15.6K +$16.8K +99 New
AEPWM
708
Atlantic Edge Private Wealth Management
Florida
$15.5K
SC
709
Solstein Capital
California
$15.4K -$7.14K -42 -30%
WTC
710
WhitTier Trust Company
Nevada
$15.4K -$21.4K -126 -57%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$15.3K
TCM
712
Tradewinds Capital Management
Washington
$15.1K
CAL
713
Capital Advisors Ltd
Ohio
$15K
CFB
714
Cullen/Frost Bankers
Texas
$14.8K +$9.52K +56 +151%
FDCP
715
Foster Dykema Cabot & Partners
Massachusetts
$14.7K
TPCW
716
TD Private Client Wealth
New York
$14.3K -$449K -2,642 -97%
CMP
717
Coston McIsaac & Partners
Maine
$14K
RBI
718
Raiffeisen Bank International
Austria
$14K +$14.6K +86 New
GCM
719
Gables Capital Management
Florida
$13.7K
FHC
720
First Horizon Corporation
Tennessee
$13.1K +$13.9K +82 New
RA
721
Rise Advisors
New York
$13K +$680 +4 +5%
HHGA
722
Halbert Hargrove Global Advisors
California
$12.9K +$13.8K +81 New
DIP
723
DT Investment Partners
Pennsylvania
$12.7K
GSWM
724
Golden State Wealth Management
California
$12.4K
SS
725
SBI Securities
Japan
$11.8K -$340 -2 -3%

CDW Hedge Fund Activity: Q3 2025 in Review

817 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2025, worth a combined $19.5B — down 12% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of CDW and 92 opened new positions — a net loss of 19 holders — while 333 trimmed existing stakes and 268 added.

The largest buyer was Allspring Global Investments, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $500M.

  • 817 institutional investors held CDW (CDW) as of Q3 2025, down from 848 in Q2 2025.
  • Funds reported $19.5B of CDW stock for Q3 2025, down 12% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q3 2025 and 111 closed out, a net change of -19 holders.
  • The largest CDW buyer in Q3 2025 was Allspring Global Investments, an estimated $267M added.
  • The largest CDW seller in Q3 2025 was Morgan Stanley, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2025.